Whitney N. Davis

Whitney N. Davis

Operations Manager

 

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