Our Team / Financial Planning

Davis Barry

Financial Planning Analyst

dbarry@agilipersonalcfo.com

Professional headshot photo of Davis Barry, Agili Financial Planning Analyst..

Job Description

As a Financial Planning Analyst, 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 Planning Analyst, 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