Growing up the son of a stockbroker/financial advisor, Davis had a front row seat in observing the evolution of the wealth management and financial planning industry. Through stories and first-hand experiences of his father’s interactions with clients, he gained an understanding of the value a trusted advisor can provide a client in implementing a holistic financial plan.
After working in the wealth management industry at a retail brokerage firm, Davis joined DHG Wealth Advisors in Greenville, NC as an Associate Financial Advisor in 2018. He also spent two years as a consultant with a Big Four accounting firm focusing on regulatory compliance for wealth management and banking institutions. He graduated from North Carolina State University in 2014 with a B.S. in Accounting.
Davis works with individuals and families in areas of investment management, financial planning, and life planning. His practice also focuses on partnering with businesses to guide plan sponsors in providing the right retirement plan to meet their organization’s needs.