Broker Check
Scott Davis, CFA, CFP®, MSF

Scott Davis, CFA, CFP®, MSF

Partner, Senior Wealth Advisor

A native of Atlanta, Georgia who grew up in Hanover Park, Illinois, Scott resides in Bloomington with his wife Molly and their children Annabelle, Violet, and Luke. When not advising clients, Scott enjoys spending time with his family, golfing, cooking, woodworking, and being a devoted Kansas City Chiefs fan.  He has been to five Chiefs AFC Championship games and to the 4th coldest NFL game ever.
Scott is actively involved in supporting his local community. He currently serves as Treasurer for the Kiwanis Club of Bloomington and leads volunteer efforts with Midwest Food Bank. Additionally, Scott sits on the Illinois State University Finance Board and Education Investment Fund. He is also involved with Eastview Christian Church Men's Ministry and Young Life Golf Outing. Prior to his current roles, Scott has additionally volunteered with organizations like Boys and Girls Club of Bloomington-Normal, Red Cross Evening of the Stars Board, Leadership McLean County, local school districts, Salvation Army, United Way of McLean County, and has presented on financial literacy for Money Smart Week.
Fun Facts:
  • Scott passed all three CFA exams consecutively on the first attempt - which is extremely rare.
  • He is also a certified BBQ judge.
  • His bucket list items include attending a football game in every NFL stadium and visiting all 50 states.

With over 16 years of experience in the industry, Scott specializes in comprehensive personal financial planning including:

  • Retirement income strategies
  • Tax planning
  • Investment management
  • Small business consulting

Scott enjoys helping people, simplifying complicated concepts  making clients lives more seamless/easier.

Scott's Credentials:

  • BS in Finance, minor in accounting from Illinois State University
  • MS in Finance from College for Financial Planning
  • CFA Charterholder
  • CFP® Certification
  • Series 7 and 66 licenses
  • Illinois Insurance license (Life, Health, Long Term Care)

His favorite quote (from Van Wilder), "Don't take life too seriously, you will never get out alive," reflects Scott's balanced approach to life and financial guidance.