Meet the founder
of our company,
Tom Davis.
Thomas “Tom” M. Davis, IV, CLTC
Led by Tom Davis, Designed Income Advisory is focused on providing useful, actionable choices. We want to help you make wise decisions regarding your retirement income and the resources that produce it. Experience has taught us that you can no longer afford to just “ride it out”. Let us help you take steps to avoid the possibility of going backward and improve your chance of a successful retirement. Please contact us today for a financial review.
Tom Davis has been a resident of the Birmingham, AL area for most of his life. He grew up in the “Over the Mountain” area. He attended the University of Alabama at Birmingham earning a B.S degree from the School of Business, Department of Finance, Investments and institutions track.
Mr. Davis spent his early career with a number of major financial institutions helping clients improve their financial positions using a process which evaluated goals, assessed opportunities and mitigated risk. Along the way he earned the Certified in Long Term Care (CLTC) designation.
Today, Designed Income Advisory, focuses on income strategies for individuals and families with a special emphasis on retirement income. Mr. Davis is a resident of Hoover, AL, is a member of Bluff Park United Methodist Church, is a Gideon and a Board member of Traveler’s Aid Greater Birmingham.
TAP TO CALL
205-444-1803
DESIGNED INCOME ADVISORY
100 CONCOURSE PARKWAY, SUITE 280, HOOVER, AL 35244
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. Designed Income Advisory and VCM are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management. © Copyright 2019. Unauthorized duplication of the contents of this website are prohibited. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
The Certified Long Term Care (CLTC®) designation is issued by the CLTC Board of Standards, Inc. and educates professionals in the fields of insurance, financial services, law and accounting about the need for care over an extended period of years as well as the emotional, physical and financial wellbeing of the client and their extended families. Candidates must successfully pass a 100-question multiple choice, online exam.
TAP TO CALL
205-444-1803
DESIGNED INCOME ADVISORY
1920 VALLEYDALE ROAD, SUITE 115
BIRMINGHAM, ALABAMA 35244
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. Designed Income Advisory and VCM are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management. © Copyright 2019. Unauthorized duplication of the contents of this website are prohibited. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
TAP TO CALL
205-444-1803
DESIGNED INCOME ADVISORY
1920 VALLEYDALE ROAD, SUITE 115
BIRMINGHAM, ALABAMA 35244
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. Designed Income Advisory and VCM are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management. © Copyright 2019. Unauthorized duplication of the contents of this website are prohibited. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.