Nancy Davis

Nancy Davis Email and Phone Number

Investment Advisor at Equitable Trust @ Equitable Trust
nashville, tennessee, united states
Nancy Davis's Location
Nashville, Tennessee, United States, United States
Nancy Davis's Contact Details

Nancy Davis personal email

n/a

Nancy Davis phone numbers

About Nancy Davis

Nancy Davis is a Investment Advisor at Equitable Trust at Equitable Trust. She possess expertise in investments, investment management, retirement planning, asset allocation, wealth management services and 8 more skills.

Nancy Davis's Current Company Details
Equitable Trust

Equitable Trust

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Investment Advisor at Equitable Trust
nashville, tennessee, united states
Website:
equitableco.com
Employees:
20
Nancy Davis Work Experience Details
  • Equitable Trust
    Investment Advisor
    Equitable Trust Aug 2022 - Present
    Nashville, Tn
    View
  • Suntrust Bank
    Investment Portfolio Manager
    Suntrust Bank Apr 1994 - Aug 2022
    Greater Nashville Area, Tn
    Provide proactive, personalized investment management and client service, developing risk-adjusted asset management solutions tailored to meet individual client objectives. Also, consult on risk management, retirement planning, estate planning and other critical financial strategies.
    View

Nancy Davis Skills

Investments Investment Management Retirement Planning Asset Allocation Wealth Management Services Risk Management Estate Planning Portfolio Management Wealth Management Finance Financial Analysis Financial Planning Equities

Nancy Davis Education Details

Frequently Asked Questions about Nancy Davis

What company does Nancy Davis work for?

Nancy Davis works for Equitable Trust

What is Nancy Davis's role at the current company?

Nancy Davis's current role is Investment Advisor at Equitable Trust.

What is Nancy Davis's email address?

Nancy Davis's email address is na****@****ust.com

What is Nancy Davis's direct phone number?

Nancy Davis's direct phone number is (407)-366*****

What schools did Nancy Davis attend?

Nancy Davis attended Belmont University.

What skills is Nancy Davis known for?

Nancy Davis has skills like Investments, Investment Management, Retirement Planning, Asset Allocation, Wealth Management Services, Risk Management, Estate Planning, Portfolio Management, Wealth Management, Finance, Financial Analysis, Financial Planning.

Who are Nancy Davis's colleagues?

Nancy Davis's colleagues are Scott Van Dusen, Cfp®, Rebecca Bryant, Mckenzie Mayfield, Helen Holzapfel, Pamela Np Talley, Cfp®, Melanie Davenport, Megan Fairley.

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