Meet the Team

Whitney N. Davis

Financial Advisor, LPL

972.233.8300

972.239.4500

whitney@dfsplan.com

 

Whitney N. Davis joined Davis Financial Services in 2019 with a desire to help those around her moving away from the robo-advisor approach.

FORMERLY

Advisory Senior Consultant, Deloitte & Touché LLP

Senior Financial Analyst, Phillips 66

Senior Financial Analyst, Freeport LNG

 

PRESENTLY

Financial Advisor, LPL Financial at Davis Financial Services

 

EDUCATION

University of Mississippi, Oxford, MS, Master of Accountancy

Jackson State University, Jackson, MS, BBA of Accounting

 

LICENSES

General Securities Representative (Series 7), Investment Advisor Representative (Series 65) registrations held with LPL Financial

Life, Health and Accident Insurance