Davis joined DHG Wealth Advisors in Greenville, NC as a Financial Advisor in 2018. Prior to joining the firm, he spent two years as a consultant with a Big Four accounting firm focusing on regulatory compliance for wealth management and banking institutions. He graduated magna cum laude from North Carolina State University in 2014 with a B.S. in Accounting and is a CERTIFIED FINANCIAL PLANNER™ professional.

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.

Growing up as 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 a deep understanding of the value that a trusted advisor can provide a client in implementing a holistic financial plan.