A financial planning and wealth management organization.
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.
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