W. Larry Davis

W. Larry Davis Email and Phone Number

Retirement Plan Consultant @ SageView Advisory Group
Knoxville, TN, US
W. Larry Davis's Location
Knoxville, Tennessee, United States, United States
W. Larry Davis's Contact Details

W. Larry Davis personal email

n/a
About W. Larry Davis

Retirement Plan Consultant

W. Larry Davis's Current Company Details
SageView Advisory Group

Sageview Advisory Group

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Retirement Plan Consultant
Knoxville, TN, US
Website:
sageviewadvisory.com
Employees:
247
W. Larry Davis Work Experience Details
  • Sageview Advisory Group
    Retirement Plan Consultant
    Sageview Advisory Group
    Knoxville, Tn, Us
    View
  • Sageview Advisory Group
    Retired From Sageview Advisory Group Effective 03/31/2021
    Sageview Advisory Group Mar 2021 - Present
    View
  • Sageview Advisory Group
    Retirement Plan Consultant
    Sageview Advisory Group Jun 2015 - Present
    Knoxville, Tennessee
    Retirement Plan Consultant in the Knoxville office with SageView’s Southeast Team. Assists clients with plan reviews, recordkeeping relationships, vendor management, plan design consulting, compliance, fiduciary oversight, benchmarking and the selection/monitoring of plan investments. Partners with clients to provide best practice solutions, utilizing SageView’s proprietary analytical tools to help clients understand and mitigate the fiduciary risks associated with qualified retirement plans. Entire career has been in the retirement services industry with a focus on ERISA qualified retirement plans.Prior to joining SageView in 2015, served as a Relationship Manager in the retirement plan services industry for over 25 years in the institutional trust divisions of two super regional banks. The client base covered the for-profit and not-for-profit space (including government entities, higher education, endowments and foundations). Driven by a passion for relationship development and providing the exceptional quality service that the clients deserve and expect.A registered representative with Cetera Advisor Networks; with Series 6, 63 and 65 securities registrations.
    View
  • Regions Financial Corporation
    Vp & Relationship Manager - Institutional Trust
    Regions Financial Corporation Jan 2011 - Jun 2015
    Knoxville, Tn
    View
  • Pnc
    Vp & Relationship Manager - Institutional Asset Management
    Pnc Aug 1993 - Mar 2009
    Louisville, Ky
    View

W. Larry Davis Skills

Qualified Retirement Plans

W. Larry Davis Education Details

Frequently Asked Questions about W. Larry Davis

What company does W. Larry Davis work for?

W. Larry Davis works for Sageview Advisory Group

What is W. Larry Davis's role at the current company?

W. Larry Davis's current role is Retirement Plan Consultant.

What is W. Larry Davis's email address?

W. Larry Davis's email address is wd****@****ory.com

What schools did W. Larry Davis attend?

W. Larry Davis attended Carson-Newman University.

What skills is W. Larry Davis known for?

W. Larry Davis has skills like Qualified Retirement Plans.

Who are W. Larry Davis's colleagues?

W. Larry Davis's colleagues are Bailey Braden, Shelly Schaefer, Deanna Spivey, Aif, Cpfa, Alex Macisaac, Cfp®, Chris Martin, Cfp®, Crpc®, Aif®, Tom Lobaugh, Clu, Chfc, Kerrie Mckeegan Casey, Aif®, Qka®, Qpfc.

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