Founding a Family Office
In 1984, Mr. Davis began as an Account Executive at Morgan Stanley Dean Witter, where he became a vice president within just four years. He then served J.C. Bradford & Co. for 9 years, helping the firm to grow its business and expand its market share in North Carolina.
After nine years at J.C. Bradford, Mr. Davis decided the industry was evolving to a more client-centered, fee-based model and transitioned his practice in 1998 to Wheat First Union. Soon after, Wachovia Securities acquired this firm and his practice continued to thrive under the new Wachovia umbrella. Mr. Davis continued to expand his credentials, and his business grew exponentially through a very challenging financial time in history. As the larger financial institutions continued to be consumed with tough times, Mr. Davis decided it was time to found an entirely client-centered, family office.
In June of 2009, Joseph P. Davis successfully and enthusiastically opened DWM Advisors, LLC, located in Durham, NC.
Community is Key
Joe is passionate about his community and the success of future generations. Given this, Joe has personally founded the DWM Foundation and helped fund 6 causes within the Raleigh Durum area.
Eye on the horizon
Joe is passionate about boats and the adventures our seas can bring.
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