“Start planning for your financial goals as early as possible. Being proactive is the key to success in many areas, not just finances. Even if you feel like you are behind, do not shy away from seeking out help. Talking to a professional may help you identify unknown opportunities.”
As part of the McAdam team in Boston, Davis works with his colleagues to go beyond the traditional focus of your personal and financial life. He focuses on pre-retirement saving, post-retirement income planning, customized tax reduction and advanced investment strategies. He also offers employer benefits analysis, insurance needs analysis and a fresh perspective on your financial plan.
Davis first learned about the field of financial planning while majoring in finance at Bentley University in Waltham, Massachusetts. He immediately saw financial planning as a way to leverage his knowledge of finance to improve people’s lives. “I’ve been able to consistently help people achieve their goals every day in this career,” Davis says. “There is no better feeling than that.”
Davis has lived in Boston for the past nine years. He was raised in Lubbock, Texas, where he grew up with his younger brother Keller, who has autism. Caring for his brother led Davis to seek out a career in which he could care for his clients, too. Today he enjoys running and playing guitar in his free time.