Our Team

In June of 2009, Joseph P. Davis successfully and enthusiastically opened DWM Advisors, LLC, located in Durham, NC.

In 1984, Mr. Davis began as an Account Executive at Morgan Stanley Dean Witter, where he became a vice president within just four years. He then served J.C. Bradford & Co. for 9 years, helping the firm to grow its business and expand its market share in North Carolina.

After nine years at J.C. Bradford, Mr. Davis decided the industry was evolving to a more client-centered, fee-based model and transitioned his practice in 1998 to Wheat First Union. Soon after, Wachovia Securities acquired this firm and his practice continued to thrive under the new Wachovia umbrella. Mr. Davis continued to expand his credentials, and his business grew exponentially through a very challenging financial time in history. As the larger financial institutions continued to be consumed with tough times, Mr. Davis decided it was time to found an entirely client-centered, family office.

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Airis Abolins began working with Joseph P. Davis in 2000. Mr. Abolins specializes in financial planning and portfolio analysis, as well as manager search and selection.

Mr. Abolins served as a Nuclear Propulsion Engineer Officer and Surface Warfare Officer in the US Navy from 1984 to 1992. After which, Mr. Abolins worked for two years at Radian International as an engineer. In 1996, Mr. Abolins embarked on his career in the financial services industry as an Independent Financial Planner. Mr. Abolins earned his bachelor's degree in Mechanical & Aerospace Engineering from Princeton University, his MBA from the Kenan Flagler Business School at the University of North Carolina at Chapel Hill, and has obtained the Certified Investment Management Analyst℠ designation. Mr. Abolins volunteers his time teaching young children at his church and interviewing local applicants for admission to Princeton University. Mr. Abolins and his wife, Jenean, have three young children.

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Jon Buchanan joined the Davis Wealth Management Team in April 2011. As the Practice Manager for DWM Advisors, LLC, Jon oversees the day-to-day operations, service, and strategy focused on creating a client-centered, family office.

In 2006, after his service in the US Air Force, Jon began his career in the financial services industry. He worked as a Financial Advisor for military families while at First Command Financial Planning. Prior to joining DWM Advisors, Jon was a Branch Manager at SunTrust Bank. During his three years at SunTrust, Jon represented SunTrust Investment Services at the branch level.

Jon earned his bachelor's degree in Economics and Business Administration from East Carolina University. He has completed Level I of the Chartered Financial Analyst program and is currently pursuing a MBA from the College of Business at East Carolina University.

In his free time, Jon enjoys spending time at the coast camping or surfing. He and his wife, Candace, stay busy raising their two young daughters.

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Tory Adams Klinedinst began her financial career with Joe Davis in 2005. Mrs. Klinedinst specializes as an Investment Advisor and fiduciary to her clients, as well as an advocate for all clients of DWM Advisors, LLC.

Prior to that Mrs. Klinedinst was in the US Navy from 1996 to 2000, where she specialized in Meteorology and Oceanography while stationed at Pearl Harbor in Hawaii. After completing her enlistment, Mrs. Klinedinst obtained a bachelor's degree in Business and a Minor in Mathematics from Huntingdon College in Montgomery, Alabama. Tory enjoys spending time with her family and the elderly, horseback riding, volunteering with the Special Olympics, and mentoring the youth of Holly Springs, NC.

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Dick Campbell has been a business owner/entrepreneur for over 20 years and joined DWM Advisors, LLC in the fall of 2009. DWM is very excited to have his talent and energy as a part of our team.

Mr. Campbell's expertise in real estate development and business start-ups is an asset in developing complete wealth management strategies for our clients. Mr. Campbell is well known for his offshore fishing skills and continues to remain active in Billfish tournaments around the world.

Mr. Campbell earned his bachelor's degree in Economics from Randolph-Macon College. He is and active member of the St. Andrew's Brotherhood and mentors youth in the "Journey to Adulthood" program in his church. Mr. Campbell and his wife, Tracey, stay busy with their triplet sons.

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Cathy Wigmore has been working with Joseph P. Davis off-and-on since 1985. At DWM Advisors, LLC, Mrs. Wigmore specializes in client service management.

Mrs. Wigmore graduated from Appalachian State University in 1980 with a bachelor's degree in Criminal Justice. Upon relocating to Roanoke, Virginia with her husband, Cathy joined Paine Webber as a Sales Assistant. After deciding to move back to her hometown of Raleigh, NC in 1985, Mrs. Wigmore worked at Dean Witter as a Registered Sales Assistant. During this time, Mrs. Wigmore began working with Mr. Davis on the ground floor of his business. She helped Mr. Davis build the foundation of Davis Wealth Management through managing client relationships.

Having children changed Cathy's career path, and in 1991 Mrs. Wigmore decided to leave the business in order to be home to raise her son and daughter. Ten years ago, Mrs. Wigmore returned to work to once again, helping Mr. Davis and his team of professionals at DWM Advisors, LLC. In her free time, Mrs. Wigmore enjoys watching her son play baseball and spending time with family and friends.

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Mamie was new to the Davis Wealth Management Team in March 2010. She received her BA in History from Michigan State University in 2002 and a Secondary Education Certification in 2003. After graduation, she gave a year of service to AmeriCorps/Habitat for Humanity in Seattle/South King County.

While on the west coast, she got her real first taste of operational procedures at Uptown Glassworks, where she also became an avid glassblower herself starting in 2005 and hopes to get back to the hot shop again in North Carolina.

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