The Davis Financial Group
Decisions about money can be complicated. At The Davis Financial Group, we understand that financial planning is part empirical, part emotional, and all about making sure you feel confident and in control of your assets and your future. Using a concierge-style approach, we work with clients to create a comprehensive plan that aligns with who you are, what you have, and what’s important to you – revisiting and revising over time to make sure you not only achieve your financial goals, but build confidence, clarity, and a legacy along the way.
7-day free trial · no credit card
Verified contacts
8
available on Kipplo
LinkedIn employees
22
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 8 verified contacts at The Davis Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- LD
Lou Davis
Financial Planner and Advisor · Finance & Accounting
EmailPhone - AD
Allen Davis
Certified Financial Planner · Finance & Accounting
EmailPhone - MB
Michael Brown
Financial Planner and Advisor · Finance & Accounting
EmailPhone - TA
Thomas A. Porter
Chief Financial Officer · Finance & Accounting
EmailPhone
Showing 4 of 8 verified contacts
Top roles at The Davis Financial Group
5 distinct titles indexed · top 5 shown.
- 3financial planner and advisor
- 2business operations specialist
- 1certified financial planner
- 1chief financial officer
- 1senior wealth management associate
Sign up to unlock all 8 contacts at The Davis Financial Group
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 8 verified contacts at The Davis Financial Group
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.