Will Davis Email

VP, Senior Wealth Management Advisor @ WealthSouth

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Will Davis Location

Lexington, KY, US

Will Davis Work

2025 - now VP, Senior Wealth Management Advisor @ WealthSouth
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2018 - 2025 Vice President, Senior Wealth Advisor and Business Development Officer @ Community Trust and Investment Company
2017 - 2018 AVP, Retirement and Institutional Services @ Community Trust and Investment Company

2012 - 2017 Internal Sales Consultant @ Unified Trust Company, N.A.
2011 - 2012 Recordkeeping Consultant @ Unified Trust Company, N.A.

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Will Davis Education

College for Financial Planning
Certification Professional Education Program (Certified Financial Planner)
2014 - 2015
Morehead State University
Master of Business Administration (MBA)
2010 - 2011
Morehead State University
Bachelor of Business Administration (BBA) (Accounting)
2006 - 2010

Will Davis Skills

Retirement
Management
401k

Retirement Planning
Asset Allocation
Qualified Retirement Plans
Investment Advisory
Mutual Funds
Pensions
ERISA

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Will Davis Summary

Will Davis, based in Lexington, KY, US, is currently a VP, Senior Wealth Management Advisor at WealthSouth. Will Davis brings experience from previous roles at Community Trust and Investment Company and Unified Trust Company, N.A.. Will Davis holds a 2014 - 2015 Certification Professional Education Program in Certified Financial Planner @ College for Financial Planning. With a robust skill set that includes Retirement, Management, 401k, Retirement Planning, Asset Allocation and more. Will Davis has 2 emails on RocketReach.

Will Davis Emails

Found 2 emails

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Others Named Will Davis

Will Davis

Vice President, Transformative Philanthropy at City of Hope

Chicago, IL, US
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- coh.org
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Will Davis

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Matthews, NC, US
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- gmail.com
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Will Davis

Co-Founder at The American Housing Corporation

Austin, TX, US
3
- gmail.com
- yimbyland.com
- americanhousing.co
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- +1 979-220-XXXX
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Lexington, KY, US
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Katy Neyhouse

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Darren Spainhoward

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Evansville, IN, US
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J. Yates

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Bowling Green, KY, US
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Will Davis

VP, Senior Wealth Management Advisor at WealthSouth

Lexington, KY, US
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- gmail.com
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John Cadwell

Wealth Management Advisor at WealthSouth

Lexington, KY, US
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- wealthsouth.com
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