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 @
- 2018 -2025 Vice President, Senior Wealth Advisor and Business Development Officer @
- 2017 -2018 AVP, Retirement and Institutional Services @
- 2012 -2017 Internal Sales Consultant @
- 2011 -2012 Recordkeeping Consultant @
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
- Financial Analysis
- Financial Planning
- Employee Benefits
- Wealth Management
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.
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Top WealthSouth Employees
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James Fereday
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