Davis Culwell serves as VP of Financial Planning & Portfolio Management, where he supports both the planning and operational needs of the firm’s clients. His responsibilities include executing trade-related activities, facilitating client transactions such as deposits, contributions, and required minimum distributions, and assisting with account transfers. He also contributes to the development of financial plans based on client-specific information and objectives, manages the financial planning team, and plays a key role in portfolio management and trading.
Davis joined the firm in June 2021 after graduating from Auburn University with a Bachelor of Science in Business Administration, majoring in Finance. Prior to joining the team, he served as a Corporate Finance Intern at Brasfield & Gorrie, where he supported research and analysis across industries, markets, and investment opportunities. During his time at Auburn, he served as Vice President of Chapter Operations for Delta Sigma Pi.
He holds his Series 6, 7, 63, and 65 securities licenses through LPL Financial, as well as Life, Sickness, Health, and Variable Insurance licenses.
Originally from Birmingham, Alabama, Davis now resides in Sandy Springs, Georgia. Outside of work, he enjoys staying active, exploring new restaurants, and continuing to learn through new experiences.