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Charlottesville

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Charlottesville

Chad Davis, AWMA®, CRPC®
Wealth Planner

Chad joined C&F Wealth Management in 2021 as an Accredited Wealth Management Advisor, Chartered Retirement Planning Counselor and Wealth Planner with 15 years of experience. From Portfolio management, education planning and second opinion services, Chad’s goal is to help clients pursue their financial goals during different stages of their lives. Chad believes in building a strong relationship with clients based on open communication, a shared understanding of objectives and a commitment to helping them address their unique needs.

Chad holds his Series 7, 24, 31 and 66 registrations with LPL Financial as well as his Virginia Life, Health and Annuities license.

Chad grew up in North Carolina and is a 1999 Gaston College graduate. He relocated to Charlottesville in 2010 with his wife, Robin, and two children.

When not working with clients, Chad enjoys spending time with his family in the great outdoors or whipping up a delicious meal in the kitchen with his children.

Contact Chad by phone at 434-284-4424 or email at cmdavis@candfinvest.com

  (804)843-4584

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. C&F Bank and C&F Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using C&F Wealth Management, and may also be employees of C&F Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, C&F Bank or C&F Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

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