Broker Check
Christopher Davey

Christopher Davey

Wealth Advisor, Financial Planner, Investment Executive

Christopher Davey is CEO of Innovative Design Partners, LLC and an Independent Advisor Representative with Excel Wealth Management. LLC.  He specializes in helping clients with unique estate and business planning needs. This is accomplished with protection-based planning.  He has received numerous industry leading awards and recognition over the past decade from GAMA, Finseca, Prudential, TransAmerica, National Life, Penn Mutual and MDRT. 

 

Christopher is a graduate of Roger Williams University where he earned a Bachelor of Science degree in Business Management. Chris holds his series 6, 7, 63, and 26 registrations with LPL Financial and the Series 65 with Excel Wealth Managment.  He also has his Life & Health and Property & Casualty Insurance licenses. 

Securities: CT, MA, NY, NC

Insurance: CT, MA, NY, NJ, FL, NC, CA, TX, ME, MD, MI, NH