Davis is an Associate Wealth Advisor who partners with individuals, families, retirees, and business owners to bring clarity, confidence, and direction in their financial lives. As a CERTIFIED FINANCIAL PLANNER™ professional, he brings technical expertise, thoughtful advice, and genuine care to each decision and every relationship.
Davis credits his parents and grandparents for teaching him the importance of thoughtful money management from a young age. Those early lessons laid the foundation for a career dedicated to sharing that understanding with others and guiding his clients to the realization of their financial goals and aspirations.
Also serving as chair of the firm’s Financial Planning Committee, Davis works to evaluate and refine the strategies, tools, and systems that Pathfinder’s Advisors use to deliver the highest standard of financial planning services.
Originally from Raleigh, Davis earned his finance degree (summa cum laude) from the University of North Carolina Wilmington and has called Wilmington home since 2017. Outside the office, he is an advocate for the arts in the community and serves on the Board of Directors at Chamber Music Wilmington. In his free time, Davis enjoys live music, following both types of “football,” reading anything that broadens his perspective, and unwinding with a record on his turntable.
Professional Certifications, Licenses, and Designations:
CERTIFIED FINANCIAL PLANNER™ Professional
North Carolina Life Insurance Agent
North Carolina Accident & Health or Sickness Agent
