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
PRESENTLY
Operations Manager at Davis Financial Services
EDUCATION
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