Broker Check



Daniel Davis

501 North Salem Street
Suite 202

Apex, NC 27502

(919) 362-4889


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Daniel N. Davis

Founder and LPL Registered Principal

(919) 362-4889

(919) 362-4895

Daniel began his career in the financial services industry in 1996, in Apex, N.C., as an Investment Representative with Edward D. Jones & Company. In May of 2003, after a successful career with Edward Jones, Daniel joined LPL Financial...

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Heather C. Parizo

Administrative Assistant

(919) 362-4889

(919) 362-4895

Heather has worked with Daniel as an administrative assistant since August 2000. After 15 years with Hannaford Bros. Co. where she was an executive assistant, she joined Daniel at Edward Jones Investments before coming to LPL Financial...

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