About Us

Serving Middle Tennessee and the broader Southeast since 1992, Davis Reseland LLC manages more than $300M in client assets and delivers a customized, tax-aware approach to wealth management for our clients. Our team at Davis Reseland includes licensed professionals with deep experience across wealth management, insurance, accounting, portfolio management, and investment research, enabling access to unique investment opportunities, institutional resources, and cost efficiencies for clients.

Beyond our team at Davis Reseland LLC, we have partnered with Kestra Financial as our independent wealth management platform provider and Fidelity Institutional as our clearing and custody platform provider.  We work in partnership with these financial services providers to supply our clients the tools and additional resources necessary to reach their goals.