AVP, Wealth Plan & Client Services
As AVP, Wealth Plan & Client Services, Davis assists in performing trade-related activities and client requests such as deposits, contributions and RMDs. In addition to that, he is also responsible for handling prospective and current client account transfers and building personalized financial plans. He holds his series 6, 63, 65 and 7 securities licenses with LPL Financial, as well as his Life, Sickness, Health and Variable Insurance licenses.
Davis joined the firm in June of 2021. He graduated from Auburn University with a Bachelors in Science in Business Administration, majoring in Finance. Prior to joining the firm, Davis previously worked for Brasfield & Gorrie as a Corporate Finance Intern within their Corporate Strategy & Investments Group and helped research, profile and evaluate industries, geographic markets and investment opportunities. During his time at Auburn University, Davis served as Vice President of Chapter Operations for the professional business fraternity, Delta Sigma Pi.
Davis grew up in Birmingham, Alabama but now resides in Sandy Springs, Georgia. He enjoys spending his free time sharing his passions with others which include playing chess, competing in athletics, and winter sports. Davis also enjoys going to the movies and learning new skills.