Bryan Davis, CEP®

Founder and President

Phone: 724-733-7333
Fax: 724-733-8564
E-mail:
 

Bryan is a comprehensive financial advisor, working in the financial industry for over twenty years.  Prior to starting his own investment firm in March of 1999, he was a Senior Financial Advisor at American Express Financial Advisors, Inc.  His responsibilities include developing financial plans that help investors pursue their goals prudently and thoughtfully through a long-term financial planning relationship.  He emphasizes comprehensive financial planning using a total wealth management approach while managing client portfolios.  Bryan has continued to successfully qualify for LPL’s Financial Chairman’s Club, which is awarded to fewer than 6% of the firm’s approximate 14,000 advisors nationwide.  The award is based on the advisor’s annual production ranked among all registered advisors supported by LPL In 2003.  Bryan earned the designation of Certified Estate Planner® through the National Institute of Certified Estate Planners.  Bryan earned his B.S. degree in Finance from Gannon University in Erie, PA.