Davis is a Wealth Strategist. Davis got his start working in the private equity space as an analyst. Davis works with our clients to educate them on wealth building alternatives with a focus on strategic tax savings planning. Davis currently works closely and consults with our clients and our strategic tax team.

Davis is a graduate of The University of North Carolina at Chapel Hill, earning a degree in economics with a minor in entrepreneurship.

Davis is a devoted triathlete who enjoys competing at the highest level and he has achieved high ranking results as well as qualifying for and competing in, the IRONMAN 70.3 World Championship.

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