Neil Davies, CPWA®
Managing Director
Neil Davies is a Managing Director based in Oakbrook Terrace, Illinois. Since 2004, he has been advising individual clients on various Topics related to wealth management including investment advisory, retirement, tax and estate planning.
Neil also supports institutional clients by working with executives on their personal wealth strategies and conducting one-on-one and group educational meetings primarily for pre-retirees. Neil builds partnerships with our private clients with a strong focus on helping them articulate their goals and achieve financial security. Neil focuses on wealth preservation, identifying tax-efficient strategies, and structuring low-cost portfolio solutions. He takes a collaborative, planning-based approach to client service and partners with legal and tax advisors to ensure the integration of a holistic wealth management strategy.
Prior to joining SageView in 2025, Neil was Principal, Director of Private Wealth at CAP STRAT. Neil led CAP STRAT’s private wealth practice and maintains the Certified Private Wealth Advisor® (CPWA®) designation. He is a graduate of Illinois State University and holds a bachelor’s degree in finance.