Neil Davies, CPWA®

Principal, Senior Private Wealth Advisor 

Neil is a Certified Private Wealth Advisor and leads the Firm’s private wealth practice. He advises individual clients on various topics related to wealth management including investment advisory, retirement and estate planning. Neil also supports our institutional clients working with executives on their personal wealth strategies and conducts one-on-one and group educational meetings primarily for pre-retirees. Neil focuses on building partnerships with our private clients with a strong focus on helping them articulate their goals and achieve financial security. Leveraging our institutional expertise, Neil focuses on wealth preservation, identifying tax-efficient strategies and structuring low-cost portfolio solutions. He takes a collaborative, planning based approach to client service and partners with legal and tax advisors to ensure the integration of a holistic wealth management strategy. Prior to joining Capital Strategies Investment Group, Neil was a Financial Advisor at Wells Fargo Advisors where he worked serving a select group of high net worth clients. Neil is a graduate of Illinois State University and holds a B.S. in Finance.