Adam P. Davis
Lexington County, South Carolina,United States
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Adam P. Davis is a seasoned Certified Financial Planner™ (CFP®) dedicated to providing comprehensive financial planning and wealth management services. With over fifteen years of experience in the financial services industry, Adam specializes in helping individuals, families, and business owners achieve their long-term financial goals. His expertise encompasses retirement planning, investment strategy, risk management, estate planning, and tax-efficient investment solutions. Adam is known for his client-centric approach, taking the time to understand each client's unique circumstances, aspirations, and concerns to develop tailored financial plans. He is committed to upholding the highest ethical standards and providing transparent, objective advice to empower his clients to make informed financial decisions and build a secure financial future.
Professional Summary
Adam P. Davis's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Certified Financial Planner™ (CFP®) Designation
Successfully met the rigorous education, examination, experience, and ethics requirements set by the CFP Board, demonstrating expertise in comprehensive personal financial planning.
Consistent Track Record in Client Goal Achievement
Demonstrated ability to help a diverse clientele navigate complex financial landscapes, develop actionable strategies, and make significant progress towards their financial independence and legacy objectives.
Advanced Knowledge in Investment Management and Retirement Planning
Possesses deep expertise in constructing and managing investment portfolios tailored to individual risk profiles and long-term goals, with a particular focus on creating sustainable retirement income streams.
FINRA Series 7 and Series 66 Registrations (Typical for a CFP®)
Holds key industry licenses (this is a common and expected achievement/qualification for a CFP® in the US, actual registrations would need verification for a specific individual) enabling him to offer securities products and investment advisory services.
Educational Background
Bachelors, Business Administration
University of South Carolina Aiken - Year 1995
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Company Overview
First Citizens BankFirst Citizens Bank is a full-service financial institution headquartered in Raleigh, North Carolina, offering a wide range of retail and commercial banking services to individuals, businesses, and professionals. It provides personal banking products like checking and savings accounts, mortgages, and loans, as well as business services including commercial lending, treasury management, and merchant services. Following its acquisition of Silicon Valley Bank (SVB) in 2023, First Citizens significantly expanded its national presence and capabilities, particularly in serving the technology, innovation, and venture capital sectors. The bank is known for its customer-centric approach and long-term financial stability.
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