Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
William T. Davis is a registered representative of and offers securities and investment advisory services through MML Investor Services, Inc. Supervisory Office: Commonwealth Financial Partners, 222 Central Park Ave., Suite 1100, Virginia Beach, VA 23462-3029, (757) 490-9041.
Bill's career spans 40+ years having joined MassMutual in 1978. He holds the Chartered Life Underwriter (1993) and the Certified Long Term Care Specialists (2003) designations. His professional memberships/affiliations include:
The Society of Financial Service Professionals
The Million Dollar Round Table
The Peninsula Estate Planning Council
The National, State, and Local Association of Insurance and Financial Advisers
Bill is a graduate of the University of North Carolina - Chapel Hill, B.A., 1967 and Princeton Theological Seminary, M.Div., 1972. He is a member of Two Rivers Country Club in Williamsburg, Virginia where he and his wife Ann reside. Bill is an avid supporter of the athletic programs of both the University of North Carolina and the College of William and Mary.
Prior to joining MassMutual Bill was a high school teacher and basketball coach.
- Insurance Strategies
- Investment Strategies
- Retirement Income Planning
- College Funding Strategies
- Charitable Giving
- Group Benefits
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
- Business Owners
Check the background of this investment professional on FINRA’s BrokerCheckSee William’s Licenses and Disclosures