Diamond Advisor Group

A financial planning and wealth management organization.

Diamond Advisor Group

A financial planning and wealth management organization.

About Our Company

The Diamond Advisor Group is a financial planning and wealth management organization that was founded in Durham, North Carolina. We are dedicated to helping people gain a better understanding of how all facets of their financial picture work together. This includes Retirement Planning, Savings, Life Insurance, College Planning, Estate Planning, Charitable Giving, and Taxes.


We are committed to your financial future and are not driven by product sales or corporate agendas. By looking at your entire financial profile, it helps to ensure that we are helping you set realistic and attainable goals for your future. We look at each individual separately and do not feel that there is such a thing as a one size fits all financial plan. All of our clients are unique, and we feel that their financial plans should reflect their individual goals and desires.


Through our affiliation with other groups, we have been working with Federal, State, and private industry employees as well as North Carolina school systems for over 30 years. We have helped educators get a better understanding of their state retirement, 401(k), 403(b), and 457 programs, as well as keeping them informed of governmental changes that affect them and their families.

Our CEO

Benjamin "Don" Daves has an extensive background in government and private industry retirement planning, helping employees during their working years as well as their very important post-retirement years. He started working in the financial services industry in 1979 after attending Elon University, where he majored in Business Administration / Business Management. He has over 35 years of experience helping people plan for their future. He is an Investment Advisor Representative with Brookstone Capital Management, LLC. His professional designations currently include Series 65 from FINRA, and his Life, Accident, and Health insurance licenses with the states of North Carolina, South Carolina, and Virginia.


He was married in 1981 to Janette Daves and has one son. He is also the proud grandfather of his two granddaughters. He is an avid golfer and Duke Basketball fan. He has coached youth basketball for over 35 years both through church and local athletic associations. He is also currently the President of the Holt Athletic Association in Durham, NC, a small non-profit association for youth sports.

Benjamin "Don" Daves

Founder and Investment Advisor Representative

RIA Firm

Brookstone Capital Management, LLC

Education

Elon University


Business Administration / Business Management

Professional Licenses and Designations

FINRA: Series 65

Insurance License: Life, Accident, and Health

States of License: North Carolina, South Carolina, and Virginia

Member of National Ethics Association

Our CEO

Benjamin "Don" Daves

Founder and Investment Advisor Representative

RIA Firm

Brookstone Capital Management, LLC

Education

Elon University


Business Administration / Business Management

Professional Licenses and Designations

FINRA: Series 65

Insurance License: Life, Accident, and Health

States of License: North Carolina, South Carolina, and Virginia

Member of National Ethics Association

Benjamin "Don" Daves has an extensive background in government and private industry retirement planning, helping employees during their working years as well as their very important post-retirement years. He started working in the financial services industry in 1979 after attending Elon University, where he majored in Business Administration / Business Management. He has over 35 years of experience helping people plan for their future. He is an Investment Advisor Representative with Brookstone Capital Management, LLC. His professional designations currently include Series 65 from FINRA, and his Life, Accident, and Health insurance licenses with the states of North Carolina, South Carolina, and Virginia.


He was married in 1981 to Janette Daves and has one son. He is also the proud grandfather of his two granddaughters. He is an avid golfer and Duke Basketball fan. He has coached youth basketball for over 35 years both through church and local athletic associations. He is also currently the President of the Holt Athletic Association in Durham, NC, a small non-profit association for youth sports.

Craig E. Daves

Partner and Investment Advisor Representative

RIA Firm

Brookstone Capital Management, LLC

Education

Davidson County Community College


Associates Applied Science - Business Administration


Associates in Arts - General


Phi Theta Kappa Honor Society

Alpha Sigma Lambda Honor Society

Professional Licenses and Designations

FINRA: Series 66

Insurance License: Life, Accident, and Health

States of License: North Carolina, South Carolina, and Virginia

Member of National Ethics Association

Our Partner

Craig Daves has an extensive background in Business Management, financial analysis, and retail sales. He started working in the financial services industry in late 1998 and has over 20+ years of experience. He received his A.A.S. in Business Administration from Davidson County Community College in the spring of 2015 and his A.A. in 2019. He has earned honor society recognition in Phi Theta Kappa and Alpha Sigma Lambda. He is an Investment Advisor Representative with Brookstone Capital Management, LLC. His professional designations include Series 66 from FINRA, and his Life, Accident, Health, and Medicare Supplement & Long-Term Care insurance licenses with the states of North Carolina, South Carolina, and Virginia.


He was married in 1998 to Jennifer Daves with whom he has two beautiful girls. He enjoys hiking, hunting, reading, and doing puzzles with his family. He is active in church and has coached his girls’ soccer teams for many years as well as being an active parent in his children's schools. He currently also runs a small fitness and event center in Thomasville, NC, called Thomasville Active, where he is the manager and a Shodan Black Belt instructor for the Car-Kai-Ryu Shotokan Karate school there. On Saturdays, if he is not spending time with his family, he is helping out at his father’s Non-profit, building ramps with the GWTville Baptist Men's group, or assisting in the teaching of Women’s Self-defence Classes in Thomasville.

Hear From Our Clients

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  • Wanda Ridge Drive, Durham, North Carolina, 27712

© 2022 Diamond Advisor Group - All Rights Reserved

  • Wanda Ridge Drive, Durham, North Carolina, 27712

© 2022 Diamond Advisor Group - All Rights Reserved

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