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The Nicholson Metz Davis Group

Specialists in Lockheed Martin Employees

The Nicholson Metz Davis Group is a team of financial professionals providing Holistic Wealth Management for uniquely successful families. Specifically, we have more than 100 combined years of experience servicing Lockheed Martin retirees. Our extensive knowledge and experience working with Lockheed Martin employees before and after retirement has distinctively prepared us to analyze your retirement plans, consult on pension elections, or develop tax efficient pension replacement plans.  Furthermore, our continuous financial planning and investment consulting allow you to enjoy the retirement you earned.

A successful retirement from Lockheed Martin involves more than just an analysis of your 401(k) or pension.  There are a multitude of other factors to consider ranging from health care planning to implementing a tax efficient estate plan.  We partner with clients who value a proactive approach by assessing and addressing their needs through each stage of life.

Our process includes:


  • Comprehensive Discovery establishing your values, goals, important relationships and interests

  • Robust Financial Goal Planning incorporating the variable effects of inflation, market returns, and sequence of returns on your probability of success during decades of retirement

  • Customized Investment Consulting utilizing strategies including dividend growth, managed global growth, tactical fixed income, alternative and non-correlated assets, tax advantaged income replacement, and protecting against potential risks

  • Ongoing Life Stage Standard of Care including analysis and assessment of social security, Medicare, estate plan documents and desires, long term care needs, multi-generational family education, tax advantaged strategies for college planning and philanthropic giving

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Our Advisors

Orlando

Craig Nicholson

Director

Craig is a Director with Baird and a partner with the Nicholson Metz Davis Group where he was instrumental in opening Baird’s office in Fort Worth, TX.  He has more than 39 years of experience in comprehensive wealth management and individual portfolio management for Lockheed Martin retirees.  Craig is a graduate of the University of North Texas where he earned his BBA in accounting. As part of his responsibilities with the Nicholson Metz Davis Group, Craig oversees research on and implementation of institutional money managers, dividend cash flow strategies, and portfolio management.

Orlando

Roger Metz

CPWA®, CPM®, Director

With more than 37 years of experience, Roger is an expert in holistic wealth management and financial planning for Lockheed Martin retirees.  He started his career with Smith Barney in 1983 and joined Baird in August of 2010.  Roger holds a Bachelor of Arts degree from the University of Alabama, the Certified Portfolio Manager (CPM®) designation, and the Certified Private Wealth Advisor (CPWA®), certification. Roger is responsible for the development and implementation of a comprehensive financial plan that serves as the foundation for a personalized retirement strategy.”

Orlando

Paul Davis

Director

Paul has more than 28 years of experience in capital markets, portfolio management, derivative trading, alternatives, and syndicate trading of IPOs and secondaries.  He frequently works with Lockheed Martin retirees to help them successfully navigate the unique challenges associated with investing for retirement.  Paul is a graduate of Texas State University where he received his BBA in Finance. As a Director with Baird and a partner with the Nicholson Metz Davis Group, Paul oversees the day-to-day analytics and implementation of the team’s trading strategies and processes.

Orlando

Sheldon Metz

Doctor of Law- JD

Sheldon joined Baird as a financial advisor in 2018.  He earned his JD from the Texas Wesleyan University School of Law, MA from the University of Nebraska at Kearney, and graduated cum laude from the University of Arkansas in Fayetteville.  As a partner with the Nicholson Metz Davis Group, Sheldon provides a unique perspective to wealth management by utilizing his understanding of law and finance.  With experience in private wealth management, estate planning, and health care Sheldon allows the Nicholson Metz Davis Group to go beyond traditional investment management and truly provide holistic wealth management for Lockheed Martin retirees.

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