Carolyn Conover
Carolyn Conover is a CFP-designated registered investment advisor at Davis, Davis and Conover Wealth Management, LLC, based in Nashville, TN, with 15 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 186 clients with $140M in assets under management.
Compensation
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Number of Clients
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Fee Structure
Davis, Davis and Conover Wealth Management provides investment management services under a bundled wrap fee arrangement. The specific fee schedule for asset management is detailed in their separate Wrap Fee Brochure (Form ADV Part 2A, Appendix 1). There is a minimum investment of $250,000 required to open an account, though the firm may waive this minimum at its discretion.
Location
3102 West End Ave, Suite 400, Nashville, TN, 37203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Davis, Davis and Conover Wealth Management, LLC
Previous Registrations
Tbh Advisors, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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