Member Spotlights: Celebrating 40 Years of Exceptional Advisors
Read this month’s Member Spotlight, as well as previous spotlights, and learn more about the community of success-minder advisors like you; committed to life-long learning, adherence to ethical standards, and the advancement of the financial advice industry.
This Month's 40th Anniversary Spotlight
Christopher Davis, CIMA®, CFP
Founder, Davidson Wealth Management & Partners
Member since 1992
What inspired you to join the Investments & Wealth Institute initially?
George Edmiston, a fellow Financial Advisor, encouraged me. Forever grateful to George.
What do you like to do for fun?
Engage in thoughtful conversations that stimulate creativity and innovation. I also camp with my wife, Robbie, and trail ride with my horse, Lyle, named for Lyle Lovett.
What is something not many people know about you?
In 2001, I spent a week at a Benedictine Monastery, Christ in the Desert, Abiquiu, New Mexico.
How has the Institute shaped your career over the years?
It has shaped me in many ways: technical expertise, professionalism, and confidence.
Can you share one of your favorite memories from an Institute event or program?:
Yes. The first night I asked our host over dinner what he believed was the most valuable thing he learned. He said, "The purpose of the money." Simple and profound. He explained that when you know the purpose of the money, the program could help you solve for it. "Purpose" is the cornerstone of investment policy. It is the investor or institutions' "why."
As the Institute celebrates 40 years, what are your hopes for its future?
Thought leadership. In the age of AI, I believe that consulting could resemble coaching. Advising is about knowing the answers. When AI can give you the answers, it is only as good as the prompts or questions. We need to ask better questions, be better listeners and be more curious
What is the best vacation you've taken?
Any time I can be alone to read, think and pray is a vacation for me.
Past Spotlights
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