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Scott Davis, CFA, CFP®, MSF

Scott Davis, CFA, CFP®, MSF

Senior Wealth Advisor

Scott is a Certified Financial Planner® practitioner, a Chartered Financial Analyst, and has a Bachelor and Master of Science in Finance. His focus is individualized comprehensive financial planning and asset management services for small business owners and individual clients.

Specialties: Comprehensive personal financial planning including; retirement income distributions, financial education, investment planning, risk management, small business planning and qualified retirement plans.