Theodore Davis Email & Phone Number
Partner and Wealth Advisor @ Bright Investments, LLC®
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Theodore Davis Location
- Memphis, TN, US
Theodore Davis Work
- 2020 -now Partner and Wealth Advisor @
- 2010 -2019 Wealth Advisor @
- 2008 -2010 Vice President Commercial Real Estate @
- 2006 -2008 Vice President, Regional Sales Director, Mid-Atlantic Region @
- 2004 -2006 Commercial Loan Officer @ Imperal Capital bank
- 1997 -2004 Business Development Manager and Director of Marketing @
- 1993 -1997 Key Account Manager @ Coca- Cola Bottling Company Of Memphis
- 1989 -1992 Territory Manager @
Theodore Davis Education
- Rhodes College
Bachelor of Arts - BA (Political Science and Government)
1985-1989
Theodore Davis Skills
- Finra series 65
- Wealth Management
- Wealth Management Services
- Estate Planning
- Financial Planning
- Certified Financial Planner
- Carotid
Theodore Davis Summary
- Theodore Davis, based in Memphis, TN, US, is currently a Partner and Wealth Advisor at Bright Investments, LLC®. Theodore Davis brings experience from previous roles at Regions Financial Corporation, EverBank and Imperal Capital bank. Theodore Davis holds a 1985 - 1989 Bachelor of Arts - BA in Political Science and Government @ Rhodes College. With a robust skill set that includes Finra series 65, Wealth Management, Wealth Management Services, Estate Planning, Financial Planning and more. Theodore Davis has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Bright Investments, LLC® Employees
John Bright
President
Columbus, OH, US
Thomas Kucera
Executive VP and Co-Founder
Auburn, AL, US
Theodore Davis
Partner and Wealth Advisor
Memphis, TN, US
Joel Oertling
Partner, Vice President and Chief Financial Officer
Nashville, TN, US
Daniel Porter
Managing Director
Montenegro
Richard Sale
Fixed Income Advisory Consultant
Nashville, TN, US
Madison Montgomery
Assistant Vice President
Auburn, AL, US
Lukas Leproux
Sales Professional
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Sarah Zink
Chief Operating Officer and Chief Compliance Officer
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