Deborah A Davis, CFP® has over 18 years of experience in the wealth advisory & estate and tax planning business.
Deb Specializes in working with women who are going through transitions, such as divorce, death of a spouse, retirement, inheritance or a career change.
As a Certified Financial Planner (CFP®) professional, Deb has made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means she is required to put her client’s best interests first.
Her educational background includes a MBA from St Joseph’s University and a BS in Accounting from Villanova University. Deb has acquired the 6,7, & 63 securities registrations, as well as licensed in Life, Health & LTC insurance.
