Wealth attainment and management is about so much more than money. It is about personal goals, choices, and milestones that profoundly affect all aspects of your life, as well as the lives of those closest to you. As lifecycles evolve, your financial affairs become more complex and therefore trusted advice can make a real difference. We get to know our clients intimately for one important reason – the things that matter the most today help shape tomorrow.
Needs can change over time so planning is not a single event – it is an ongoing process. Our team is structured to focus on building long-term, generational relationships with clients and their families. We combine our individual skills and strengths to offer the highest level of professional advice and personal service to create adaptable investment strategies in order to stay the course toward meeting your financial objectives.
McCray Davis & May is registered with the Financial Industry Regulatory Authority (FINRA) to offer services to clients who reside in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, and Wyoming.
Audrey is licensed to offer insurance and annuity products to residents in Michigan, North Carolina, Tennessee, Texas and Virginia. Mary is licensed to offer insurance and annuity products to residents in North Carolina and Virginia. Colin is licensed to offer insurance and annuity products to residents in Florida, Maryland and Virginia.