Brandon Davis, CFP® joins RWIA
Rinehart Wealth & Investment Advisory Welcomes New Shareholder & Wealth Advisor
Charlotte, N.C. — (April 27, 2016) Rinehart Wealth & Investment Advisory (RWIA), a leading independent wealth and advisory firm in the region is pleased to announce the addition of Brandon Davis, CFP® as a shareholder and wealth advisor. Brandon brings over 17 years of comprehensive financial planning experience to the firm.
“Brandon’s extensive experience and understanding of the needs of affluent clients makes him a valuable addition to the Rinehart Wealth & Investment Advisory team,” said CIO and Chief Executive Officer Daniele Donahoe. “He epitomizes the caliber of individual we are looking to add to our team of professionals serving our client base.”
Prior to joining Rinehart, Brandon was a Principal with The Morehead Group, a respected Charlotte, North Carolina firm for 13 years providing complex, customized, insurance solutions to affluent individuals, families and closely-held businesses. While there, he collaborated with clients and their professional advisors, including attorneys, accountants and wealth managers, to design, implement and administer comprehensive life insurance plans. Prior to The Morehead Group, Brandon worked in capital markets as an investment banking analyst at Wachovia Capital Markets, the corporate and investment banking division of Wachovia Corporation.
Brandon is the Past President of the Financial Planning Association (FPA) of Charlotte and currently serves on the FPA’s Board of Directors. He is a member of the Charlotte Estate Planning Council as well as the Society of Financial Service Professionals. He is an active member of Uptown Church where he also serves as a Finance Deacon.
Brandon graduated with distinction from the University of North Carolina at Chapel Hill in 1999 with a Bachelor of Science in Business Administration from the Kenan Flagler Business School. He holds a Certified Financial Planner (CFP®) designation and is a Registered Investment Advisor Representative.
About Rinehart Wealth & Investment Advisory
Rinehart Wealth & Investment Advisory is an experienced independent wealth management firm providing expert wealth management solutions that are as unique and individual as its clients. Since 1985, Rinehart’s clients have come to know and depend on the firm’s trusted financial advice, proprietary investment strategies, comprehensive solutions and team approach. Rinehart’s expert team of wealth advisors utilizes holistic, innovative strategies and tools tailored to each client’s needs. For more information, visit rinehartwealthmanagement.com.