Charles Davidson, CIMA®, Private Financial Advisor

SunTrust Investment Services, Inc.

Charles Davidson Photo
Charles Davidson, CIMA®, Private Financial Advisor

SunTrust Investment Services, Inc.

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1544 PIEDMONT RD

ATLANTA, GA 30324

3020 Peachtree Rd, NW,

Atlanta, GA 30305

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About

Wes Davidson is a Private Financial Advisor with SunTrust Investment Services, Inc. He offers clients more than 13 years of financial services, retirement planning and investment management experience. Wes has earned the professional designation of Certified Investment Management Analyst (CIMA®) through the Investment Management Consultants Association from the Wharton School of Business. He is a native of Atlanta, GA. and is a graduate of Louisiana State University. Wes is an active member of Peachtree Road United Methodist Church and coaches several youth sports teams at Northside Youth Organization.

Wes' focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning and other critical financial strategies.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.

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