Job Description
As a Financial Planner, I assist clients with the development and implementation of comprehensive financial plans. For some of Agili’s clients, I also provide financial strategy and investment management. I am currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation.
Education and Credentials
- Bachelor of Science in Finance, with a concentration on the CERTIFIED FINANCIAL PLANNER™ Certification Education track, Virginia Polytechnic Institute and State University (Virginia Tech)
Community Engagement
- Board of Young Professionals, SCAN
- Former Treasurer of the Maymont Civic League
What is a career highlight for you?
Seeing all of the clients we have worked with in the accumulation phase successfully transition to full retirement. Each individual journey has its highlights.
Job Description
As a Financial Planner, I assist clients with the development and implementation of comprehensive financial plans. For some of Agili’s clients, I also provide financial strategy and investment management. I am currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation.
Education and Credentials
- Bachelor of Science in Finance, with a concentration on the CERTIFIED FINANCIAL PLANNER™ Certification Education track, Virginia Polytechnic Institute and State University (Virginia Tech)
Community Engagement
- Board of Young Professionals, SCAN
- Former Treasurer of the Maymont Civic League
What is a career highlight for you?
Seeing all of the clients we have worked with in the accumulation phase successfully transition to full retirement. Each individual journey has its highlights.
More About Davis
My favorite meal at the moment is Indian cuisine.
What excites me about work is strategizing.
When I’m not wearing my Personal CFO hat, I’m wearing my Virginia Tech hat (literally).
1806 Summit Avenue
Suite 100
Richmond, VA 23230
74 West Broad Street
Suite 320
Bethlehem, PA 18018