Doug Davis

Background

About Doug Davis

After working for two decades with leading Wall Street firms in Memphis, TN and Portland, OR, Doug founded Davis Investment Strategies, LLC, in 2010 to offer a more personalized experience for his client relationships. In 2024, Doug merged his practice with Shore to Summit Wealth Management to further leverage collaborative resources and strategic planning for his national clientele. Over his career, Doug has consulted and trained hundreds of financial professionals on ethics-based client relations. He has served as a panelist and guest speaker at industry and sports conferences in fifteen states, and his articles and viewpoints have appeared in national print media. A gifted communicator and trusted financial steward, Doug conveys an educational clarity that his clients have long appreciated. His main areas of focus are comprehensive investment and retirement planning strategies alongside discretionary portfolio management. Additionally, he serves as an important liaison with estate attorneys and CPAs for his multi-state and multi-generational clients. Doug holds Series 7, 24, 63, 65 and life/health insurance licenses. This information is intended for use by residents of CA, CO, FL, GA, IN, KS, LA, MA, MN, MS, OR, TN, TX, UT, VA, and WA products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on