Broker Check
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. When working with clients, Scott believes that building a complete financial projection for a client helps he and his team understand what a client is trying to accomplish and therefore provide specific advice tailored to each clients’ needs.

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

Personal: Scott grew up the Northwest suburbs of Chicago before moving to Normal to attend Illinois State University. Scott and his wife, Molly, reside in Normal with their three children. Scott has many different hobbies, but there are too many to list them all. Here are a few of his favorites; reading, cooking and barbequing, woodworking, and attending NFL football games. He is a huge Kansas City Chiefs fan.

Community Involvement: Scott has a passion to be involved in the community and serves with several different organizations including Midwest Food Bank, Boys and Girls Club, Salvation Army, United Way, Leadership McLean County, American Red Cross, and Eastview Christian Church