Daniel Evan Davis, Cfp®
About Daniel Evan Davis, Cfp®
Daniel Evan Davis is a Wealth Manager at Creative Planning, Inc., specializing in business succession planning and risk management. He has over a decade of experience in providing wealth management services to high net worth clients.
Work at Creative Planning
Daniel Evan Davis serves as a Wealth Manager at Creative Planning, Inc., a role he has held since 2013. He operates within the Florida region, providing tailored wealth management services to high net worth clients. His responsibilities include business succession planning, risk management, charitable planning, and retirement plan consulting. Creative Planning, Inc. is notable for managing approximately $49.4 billion in assets for clients across all 50 states and internationally.
Education and Expertise
Daniel Evan Davis holds a Bachelor's degree in Finance and Investments from Stetson University, where he studied from 1995 to 1998. He also attended The University of Alabama for one year in 1994, furthering his education in finance. His expertise encompasses business succession planning and risk management, allowing him to effectively support clients in navigating complex financial landscapes.
Background
Daniel Evan Davis has a background in finance, having pursued his studies at two reputable institutions. His educational journey began at The University of Alabama and continued at Stetson University, where he focused on Finance and Investments. This academic foundation has equipped him with the necessary skills to excel in wealth management.
Achievements
Daniel Evan Davis has contributed to the wealth management field through his role at Creative Planning, Inc. His work involves providing comprehensive services to high net worth clients, which includes aspects such as charitable planning and retirement plan consulting. His efforts support the firm's mission to manage substantial assets for a diverse clientele.