Tim Davis

Tim Davis Email and Phone Number

Senior Vice President, Private Wealth Financial Advisor @ Pinnacle Financial Partners
Tim Davis's Location
Atlanta, Georgia, United States, United States
Tim Davis's Contact Details
About Tim Davis

Drawing upon my extensive experience in commercial and consumer banking, I strive to help successful individuals and their families address the complexities of managing their financial lives currently and for years to come.My select team of knowledgeable specialists work collaboratively and closely with active and retired high-net-worth clients including owners of family businesses, C-suite executives at privately held businesses, generations of their families, and non-profit organizations on both coasts.Encouraging the innovative formulation of customized strategies, I manage the input of specialists on my team. My goal is to create a framework for clients where tax minimization strategies and estate planning services align with tailored investment management, wealth structuring, exit planning, and credit and lending solutions for residential and commercial purposes. I also assist clients who seek legacy planning to help them pass along wealth and values to their children and grandchildren.

Tim Davis's Current Company Details
Pinnacle Financial Partners

Pinnacle Financial Partners

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Senior Vice President, Private Wealth Financial Advisor
Tim Davis Work Experience Details
  • Pinnacle Financial Partners
    Senior Vice President, Financial Advisor
    Pinnacle Financial Partners Sep 2024 - Present
    Atlanta, Georgia, United States
    View
  • Bank Of America Private Bank
    Private Client Advisor, Senior Vice President
    Bank Of America Private Bank Jun 2007 - Sep 2024
    View
  • Bank Of America Merrill Lynch
    Business Banker
    Bank Of America Merrill Lynch Jun 2015 - Mar 2019
    View
  • Bank Of America
    Small Business Banker
    Bank Of America Mar 2014 - Jun 2015
    View
  • Bank Of America
    Banking Center Manager
    Bank Of America Jun 2007 - Mar 2014
    View

Tim Davis Skills

Team Building Team Leadership Team Management Sales Management Sales Operations Sales Presentations Management Customer Service Customer Satisfaction Customer Retention Customer Acquisition Retail Banking Small Business Mortgage Banking Relationship Builder With Unsurpassed Interpersonal Skills Mortgage Lending Portfolio Management Sales Leadership Banking Credit Loans Finance

Tim Davis Education Details

  • University Of Mississippi
    University Of Mississippi
    Bachelor'S Degree

Frequently Asked Questions about Tim Davis

What company does Tim Davis work for?

Tim Davis works for Pinnacle Financial Partners

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

Tim Davis's current role is Senior Vice President, Private Wealth Financial Advisor.

What is Tim Davis's email address?

Tim Davis's email address is ti****@****ofa.com

What is Tim Davis's direct phone number?

Tim Davis's direct phone number is +140420*****

What schools did Tim Davis attend?

Tim Davis attended University Of Mississippi.

What skills is Tim Davis known for?

Tim Davis has skills like Team Building, Team Leadership, Team Management, Sales Management, Sales Operations, Sales Presentations, Management, Customer Service, Customer Satisfaction, Customer Retention, Customer Acquisition, Retail Banking.

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