Broker Check

288 Main Street, Milford, MA 01757-2521

About Wayne R. Davies

Wayne R. Davies, B.S., J.D., LL.M. Tax, CFP®, ChFC®, CFS® manages wealth for high net worth individuals and businesses. He is a Certified Financial Planner Practitioner®, a Chartered Financial Consultant®, and a Certified Fund Specialist®.

After graduating from Don Bosco Prep in Ramsey New Jersey in 1972, Mr. Davies attended Boston College and graduated in 1976 with a Bachelor of Science Degree in Business Administration from the Honors Program. Bloomberg / Business Week rated Boston College as # 4 in the nation in its "2014 Top Undergraduate Business Programs" rankings.

From 1976 to 1981, Mr. Davies worked for Mobil Oil Corporation (now ExxonMobil Corporation) as an internal auditor in World Headquarters in New York City and U.S. Headquarters in Fairfax Virginia.

Mr. Davies was awarded a Juris Doctor Degree from New England Law - Boston in 1984 and was admitted to the bar in the Commonwealth of Massachusetts.

From 1984 through 1986, Mr. Davies was a Tax Consultant with Deloitte Haskins & Sells, then one of the "Big Eight" CPA firms. During this time he provided tax advice to high net worth individuals and represented clients before the Internal Revenue Service and MA Department of Revenue. Today, Deloitte remains a leader in the industry as one of the "Big Four" CPA firms in the United States

In 1987, Atty. Davies opened his law offices concentrating in Estate and Tax Planning. Mr. Davies has lectured on the topics of Medicaid Planning and Wealth Preservation Strategies. In 1988, Atty. Davies was awarded a post-doctorate LL.M. in Taxation Degree from the Graduate Tax Program at Boston University School of Law. Atty. Davies is a member in good standing of the bar of the following courts: United States Supreme Court, United States Court of Appeals - First Circuit, United States District Court - District of Massachusetts, United States Tax Court, and the Massachusetts Supreme Judicial Court.

In 1997, Mr. Davies founded Davies Financial Services to better serve his clients and to provide them with a higher level of professional and personalized financial services. Mr. Davies transformed his practice into a wealth management firm - providing clients with unprecedented levels of service in the areas of financial services and estate and tax planning. Recognizing the focus of the professional services provided, in 2007 the firm’s name was changed to Davies Wealth Management Strategies LLC. Mr. Davies has now been assisting clients with various elements of wealth management for over thirty years.

Mr. Davies possesses the following securities licenses: Series 6 - Limited Securities Representative, Series 7 - General Securities Representative, Series 63 - Uniform Securities Agent, and Series 65 - Uniform Investment Advisor.

Mr. Davies belongs to a variety of professional and civic organizations, including the Financial Planning Association. Mr. Davies has been significantly involved in community affairs, serving on the Town of Hopkinton Massachusetts zoning Board of Appeals from January 1997 to September 2008, including four years as the Chairman of this municipal regulatory board. During this 12 year period, Mr. Davies voted to approve the expansion plans of many local businesses. Mr. Davies is a strong advocate for small business and is member of the Greater Milford Chamber of Commerce and the Hopkinton Chamber of Commerce.

Mr. Davies has served as an Officer and Director of several local non-profit organizations. Mr. Davies served as a registered adult leader in Cub Scouts and Boy Scouts for over a decade, and coached Little League baseball for many years. In 2004, Mr. Davies founded the Hopkinton Jr. Hillers hockey team and served as the team’s first manager. Mr. Davies enjoys golf and supports Boston College Hockey as a season ticket holder and a member of the Pike’s Peak Hockey Club, the team’s booster organization.  Boston College won NCAA Division I National Championships in Hockey in 1949, 2001, 2008, 2010, and 2012.

About Wayne R. Davies

Mr. Davies lives in Hopkinton Massachusetts with his wife of 28 years, Linda, and their two sons, Garrett and Brandt. Linda is a Registered Nurse and has also been significantly involved in community affairs. Garrett attended Hopkinton High School and Westfield State College in Westfield Massachusetts and is currently employed in sales for a multi-national corporation.  Brandt attended St. John's High School in Shrewsbury MA and graduated from the Carroll School of Management at Boston College and is currently employed as an Anti-trust & Competition Economics Analyst at Charles River Associates in Boston.