Davis Byrd
Financial Planning Associate
Email Davis Davis joined the Pathfinder team as a financial planning associate in May 2021 after an extensive, year-long internship with the firm. As a financial planning associate, Davis facilitates communication between our clients and their CERTIFIED FINANCIAL PLANNER™ Professional and works closely with our team of Wealth Advisors on investments, reports, and client service tasks.
Davis, along with his two sisters, grew up in Raleigh, NC, living in the same house for eighteen years before leaving for college. Davis accredits his parents and grandparents for teaching him the importance of responsible money management from a young age, and he is excited to share that understanding with others as he begins his career in financial planning. Davis graduated summa cum laude from the University of North Carolina at Wilmington with a BS in Finance in 2021.
In his free time, Davis enjoys spending time in the sun at the beach, playing the guitar, listening to music, and watching football with friends.
Your Pathfinder Team In Wilmington
About Rob
Rob Penn, Jr.
President & Wealth Advisor
CFP®, CRPS®
About Jason
Jason Wheeler
CEO and Wealth Advisor
CPWA®, CFP®, ChFC®, CLU®, AIF®
About John
John Zachary
Partner and Wealth Advisor
CFP®, CRC®
About Maggie
Maggie Ernst
Client Services Manager
About Pantelis
Pantelis Miliotis
Associate Wealth Advisor
CFP®
About Chad
Chad Slate
Associate Wealth Advisor
AIF®, CPFA®
About Davis
Davis Byrd
Financial Planning Associate
About Desiree
Desiree Burr
Office Administrator
Your Pathfinder Team In Cary
About Chris
Chris Walsh
Partner & Wealth Advisor
CFP®
About Jim
Jim Trull
Founder of Keystone Financial Partners
CFP®, CeFT®
About Alex
Alex Greer
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CFP®
About Karen
Karen Brock
Financial Planning Associate
CFP®
