Tim Davies, Financial Advisor located in San Antonio, TX

Financial Advisor
Tim Davies

MBA, CFP®
20079 Stone Oak Pkwy Ste 1235, San Antonio, TX 78258opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Wine Collecting/Enthusiast
  • Traveling

Team Members

  • Milisa Bryant
    Sr. Branch Office Administrator
  • Nicole Vasquez
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(210) 497-1233

Fax

(877) 481-1695

Office Address

20079 Stone Oak Pkwy Ste 1235
San Antonio, TX 78258opens in a new window

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