Team Member Spotlight: Carroll Davis
April 15, 2024
|Our clients know that Carroll is key to upholding the relationships that sustain our business and their success. Beyond the connections she nurtures professionally, she’s also committed to continuing special friendships and gatherings in her personal life.
This spring, she took part in an annual Mother/Daughter weekend with her Alpha Xi Delta sorority sisters that’s been going on for 11 years! The tradition started while they were in college at East Carolina University.
Their most recent trip was to Pinehurst NC, but they’ve also been to Wrightsville Beach, NC; Charlottesville, VA; Georgetown, DC; Richmond, VA; Figure Eight, NC; and Naples, FL.
“The weekend is always so special because what other group of 6 daughters and 6 moms can say they get together every year and always look forward to seeing one another! As we get older we all get busier with babies or getting married and it is the one weekend of every year that we all know we will see each other.” – Carroll
Counterweight Private Wealth is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC) with its principal offices in Raleigh, NC and Wilmington, NC. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Counterweight Private Wealth only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Counterweight Private Wealth’s current written disclosure brochure filed with the SEC which discusses among other things, its business practices, services, and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.
Please note, the information provided in this document is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services. All investing involves risk, including the possible loss of principal. Statements of future expectations, estimate, projections, and other forward-looking statements are based on available information and author’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Past performance of various investment strategies, sectors, vehicles and indices are not indicative of future results.
This material is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer, or solicitation to buy or sell any securities or to adopt any investment strategy. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed to be reliable, are not necessarily all inclusive, and are not guaranteed as to its accuracy. This material is provided for educational purposes only and does not constitute investment, legal, tax, or accounting advice. Please consult with a qualified professional for this type of advice for your own unique situation.