Nancy Davis

Investment Advisor at Equitable Trust
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Contact Information
us****@****om
(386) 825-5501
Location
Nashville, Tennessee, United States, US

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Credentials

  • CFP
    CFP Board
    Dec, 2018
    - Oct, 2024
  • CTFA
    iInstitute of Certified Bankers
    Oct, 2009
    - Oct, 2024

Experience

  • Equitable Trust
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Investment Advisor
      • Aug 2022 - Present
  • SunTrust Bank
    • United States
    • Financial Services
    • Investment Portfolio Manager
      • Apr 1994 - Aug 2022

      Provide proactive, personalized investment management and client service, developing risk-adjusted asset management solutions tailored to meet individual client objectives. Also, consult on risk management, retirement planning, estate planning and other critical financial strategies. Provide proactive, personalized investment management and client service, developing risk-adjusted asset management solutions tailored to meet individual client objectives. Also, consult on risk management, retirement planning, estate planning and other critical financial strategies.

Education

  • Belmont University
    Bachelor of Business Administration (B.B.A.), Management and Economics
    1988 - 1992

Community

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