IHT Wealth Management
46yrs
Top advisor by experience in Oakbrook Terrace
36yrs
Thomas Davy is a financial advisor in Oakbrook Terrace, Illinois, with 36 years in the industry. Thomas joined Private Client Services in 2010, after two years at Nationwide Securities and ten years at 1717 Capital Management. Thomas holds the CFP® designation.
At a glance
Experience36 years (since 1991)
How that compares ?Top 7% by experience in Illinois
Office1 S 450 Summit Ave Suite 130, Oakbrook Terrace, IL 60181
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$157,643
Advisors at the firm59
States licensed ?1 state
Services through Private Client Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2010 – nowPrivate Client Services, LLCCurrent firm
- Aug 2008 – Jul 2010Nationwide Securities, LLCPreviously
- 1998 – 20081717 Capital Management CompanyPreviously
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Thomas
How do I contact Thomas?
Call Private Client Services at 502-451-0600 and ask for Thomas Davy. Thomas works from the Oakbrook Terrace, IL office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 1991, about 36 years. Top 7% by experience in Illinois.
What licenses does Thomas hold?
Series 63. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Thomas paid?
Private Client Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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