In 2025, Davis joined the Counterweight Private Wealth team with over 38 years of experience as a tax-focused CPA bringing unparalleled insight and expertise to high-net-worth individuals and business owners. His deep understanding of complex tax strategies and structures provides tremendous value to our clients, particularly in the areas of income tax planning, business succession, and wealth preservation.
Davis is the owner of J. Davis Blount, III, CPA PA, a firm he has successfully led for more than 14 years. In his practice, he continues to consult with individuals and closely held, family-owned businesses—helping them navigate the intersection of business growth and tax efficiency. His personalized, forward-thinking approach has helped countless clients reduce tax burdens while aligning financial decisions with long-term goals.
Prior to launching his own firm, Davis served as the tax director of a family-owned trust company and was previously a partner at an international public accounting firm, where he led the local office’s Emerging Business Group. This diverse background equips him with a unique lens on the evolving needs of affluent clients and entrepreneurs.
Davis is a North Carolina native and a proud alumnus of the University of North Carolina at Chapel Hill.
Davis and his wife Courtnae live in Cary, NC and enjoy life with their three grown sons.
In 2025, Davis joined the Counterweight Private Wealth team with over 38 years of experience as a tax-focused CPA bringing unparalleled insight and expertise to high-net-worth individuals and business owners. His deep understanding of complex tax strategies and structures provides tremendous value to our clients, particularly in the areas of income tax planning, business succession, and wealth preservation.
Davis is the owner of J. Davis Blount, III, CPA PA, a firm he has successfully led for more than 14 years. In his practice, he continues to consult with individuals and closely held, family-owned businesses—helping them navigate the intersection of business growth and tax efficiency. His personalized, forward-thinking approach has helped countless clients reduce tax burdens while aligning financial decisions with long-term goals.
Prior to launching his own firm, Davis served as the tax director of a family-owned trust company and was previously a partner at an international public accounting firm, where he led the local office’s Emerging Business Group. This diverse background equips him with a unique lens on the evolving needs of affluent clients and entrepreneurs.
Davis is a North Carolina native and a proud alumnus of the University of North Carolina at Chapel Hill.
Davis and his wife Courtnae live in Cary, NC and enjoy life with their three grown sons.