Kevin E. Davis, CFP® , founded Davis Financial Services in 1983 because of the need for comprehensive financial services for individuals.
Senior Accountant, KPMG International CPA Firm
President, Davis Financial Services
Partner, Davis, Glenn + Glover WMS, LLC
Representative, LPL Financial
Jackson State University, Jackson, MS, BS Accounting
Certified Financial Planner, Professional Education Program,
College for Financial Planning, Denver, CO.
General Securities Principal (Series 24), General Securities Representative (Series 7) registrations held with LPL Financial and Investment Advisor Representative with Davis, Glen & Glover WMS, LLC.
Life, Health and Accident Insurance
Financial Planning Association
A CERTIFIED FINANCIAL PLANNER™ since 1988, Kevin works with individuals and small businesses to develop long-term, ongoing relationships.
Our approach is to help the client identify their financial and life goals and work with them to implement strategies designed to pursue those goals.
We believe that financial planning is a lifelong journey that requires a financial partner that can serve as a guide through the financial maze in which we live.
We help our clients to understand what their options and choices are so they can make informed financial decisions.
Annual participation in Continuing Professional Education courses keeps us up to date with ever-changing tax laws and financial planning issues.
Whitney N. Davis joined Davis Financial Services in 2019 with a desire to help those around her moving away from the robo-advisor approach.
Advisory Senior Consultant, Deloitte & Touché LLP
Senior Financial Analyst, Phillips 66
Operations Manager at Davis Financial Services
Jackson State University, Jackson, MS, BBA of Accounting
General Securities Representative (Series 7), Investment Advisor Representative (Series 65) registrations held with LPL Financial