Meet the Team

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