Sean P Tole

Principal and Co-Chief Wealth Advisor

Sean is Principal and Co-Chief Wealth Advisor, a role he shares with the founder, Steve Davis. Sean is a dedicated financial advisor with more than 25 years of experience helping individuals and families plan for a confident financial future. A graduate of Fordham University in New York City with a B.S. in Business Administration, Sean has built his career on a strong foundation of knowledge and a genuine passion for guiding clients through every stage of their financial journey.

Over the past two decades, Sean has worked with several respected investment management firms in the U.S. and Europe, gaining deep insight into markets and strategies that help his clients thrive. He holds his FINRA Series 65 license, along with Life and Health Insurance licenses, and has previously passed the Series 7, 63, and NFA Series 3 exams.

What sets Sean apart is the personal attention he gives every client. He takes the time to truly understand their unique goals, challenges, and aspirations to create tailored strategies that support long-term success, especially when it comes to retirement planning.

Outside of the office, Sean enjoys hiking and skiing in the White Mountains with his wife and their three daughters, finding balance and inspiration in the outdoors.

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Stephen G Davis

Co-Chief Wealth Advisor

Stephen is Co-Chief Wealth Advisor of Davis Wealth Management, the firm he proudly founded in 2007. After more than 15 years of leading the company, Stephen transitioned ownership to his trusted colleague, Sean, ensuring the firm’s values and client-first approach will continue for years to come.

Today, Stephen remains an integral part of the team, working closely with individuals and families to help them create, manage, and preserve their wealth. As an Investment Advisor Representative with Brookstone Capital Management, he has passed the Series 65 exam and holds Life and Health Insurance licenses. While Sean now leads the firm’s strategic direction, Stephen continues to share his decades of experience, providing valuable guidance and maintaining the strong client relationships that have been the foundation of the firm’s success.

Away from the office, Stephen enjoys time with his wife, Lois, and their growing family, recently celebrating the joy of becoming grandparents. He also loves spending time outdoors, whether golfing or snowboarding with family and friends.

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Deborah C Cmar

Director of Client Services and Licensed Insurance Specialist

Deborah brings more than 45 years of experience in client relations and office management to Davis Wealth Management. Much of her extensive administrative background was built during her years with a large insurance and investment office, where she developed the skills and insight that make her an invaluable part of the team today. Recently, Deborah also earned her New Hampshire Insurance License, expanding her ability to support clients and the firm.

Known for her dedication to client satisfaction and her passion for excellence, Deborah ensures the day-to-day operations of the practice run smoothly and efficiently. Her ability to balance a wide range of responsibilities — all with professionalism and a warm, welcoming approach — makes her a trusted resource for clients and colleagues alike.

Outside the office, Deborah is deeply involved in her community. She volunteers her time with organizations such as the Christ the King Food Pantry and Compassionate Friends, reflecting her commitment to helping others. In her free time, she enjoys spending quality time with family and friends.

Lois H Davis

President of Operations

Lois has been an integral part of Davis Wealth Management since its founding in 2007. In addition to providing exceptional client service, she oversees the firm’s accounting, human resources, and day-to-day operations, ensuring everything runs smoothly behind the scenes.

A graduate of Plymouth State College with a Bachelor of Science degree in Accounting, Lois brings both expertise and a personal touch to her work, making her a trusted resource for clients and colleagues alike.

Outside the office, Lois enjoys spending time outdoors. She’s an avid golfer during the warmer months, and once the snow falls, you’ll often find her skiing the slopes at Loon Mountain. She is thoroughly enjoying her new role as Nana.

Shannon Grant

Customer Service Specialist

Shannon joined the Davis Wealth Management team in late 2023, bringing with her nearly 20 years of experience in financial services operations, administration, and client relationship management. Her deep industry knowledge and client-first approach make her a valuable asset to both the team and the families the firm serves.

A graduate of Franklin Pierce University, where she earned her Bachelor of Science in Financial Management with Latin Honors, Shannon combines strong technical expertise with a genuine passion for building meaningful client relationships.

When she’s not at the office, Shannon enjoys spending time with her family, catching live concerts, diving into a good book, or experimenting with new recipes in the kitchen.