Tax Center Global Tax Guide / Glossary / Discussion / About Us
Register Log In
myRecordsmyToolsmyClients
Advisory Board

Tom Davison

Tom Davison (614-888-0088; tcbdavison@gmail.com) is a blogger at toolsforretirementplanning.com. Now retired, he served as a Partner at Summit Financial Strategies, Inc. (www.summitfin.com). Summit is a fee-only firm in Columbus, Ohio, with clients around the country. Summit melds executive compensation with other family assets to meet the family's financial goals. Stock options often are the dominant portion of a family's wealth and are cultivated through a structured, comprehensive wealth-management process.

Tom has a special interest in executive compensation. He has developed analytical methods addressing the risks and rewards of stock-based compensation and is a technical consultant for the leading software for optimizing stock option wealth. He has taught continuing education classes for CPAs on employer stock options, Monte Carlo forecasting methods, and employer stock in qualified retirement plans. He publishes articles and makes presentations on a variety of wealth-management topics and is frequently quoted in the local and national press. His contributions were acknowledged in the College of Financial Planning's CFP textbook on investing. He has served as a reviewer for Financial Planning Association publications and for the Certified Financial Planner Board of Standards Certification exam.

Tom is a NAPFA-Registered Financial Advisor and a Certified Financial PlannerĀ® practitioner. He is an active member of the Financial Planning Association and NAPFA and was a founding officer of the Central Ohio chapter of the American Association of Individual Investors.

Trained as a quantitative scientist, Tom received BS, MA, and PhD degrees in cognitive psychology from Duke, Bradley, and Ohio State universities. In a corporate career at AT&T Bell Laboratories, he managed large software-development projects. He is married and is cared for by two terriers.