Carolyn
Conover

Davis, Davis And Conover Wealth Management, LLC

CRD#5196155
Investment Advisor
in Nashville, TN

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About this Advisor

Carolyn Conover is a certified financial planner working in Nashville, Tennessee who has 6 years of industry experience. Conover currently works for Davis, Davis And Conover Wealth Management, LLC. During their career, the advisor has held roles at Ubs Financial Services, Davis, Davis And Conover Wealth Management, LLC and Tbh Advisors, LLC. Conover maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Tennessee. Davis, Davis And Conover Wealth Management, LLC is a company operating out of Nashville, TN. It has $135 million in assets under management across its 504 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 504 accounts, 22% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees usually vary depending on which services the firm provides the client. Fees charged by Davis, Davis And Conover Wealth Management, LLC likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3102 West End Ave Suite 400
Nashville, TN 37203

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Davis, Davis And Conover Wealth Management, LLC Brokerage Details

Total Assets Under Management

$135,394,725

TN Average: $730,596,643
Total Number of Employees

2

TN Average: 15
Total Number of Accounts

504

TN Average: 968
Average Account Size

$268,640

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Carolyn Conover Work History

Carolyn has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Davis, Davis And Conover Wealth Management, LLC

2016 - 2017 (1 year)

Tbh Advisors, LLC

2008 - 2016 (8 years)

Ubs Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Carolyn Conover to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Davis, Davis And Conover Wealth Management, LLC

Carolyn Conover
Nashville, TN
Zachary Eidson
Nashville, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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