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Robert G. Davidson, Jr., CFP®

Morgan Stanley Smith Barney

1320 Main St, Ste 800
Columbia, SC 29202
Phone: (803) 343-8800
Fax: (803) 343-8893

Toll-free: (800) 438-5570

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.