Deborah E. Davis, CFP®

Deborah was the Principal and founder of Davis Financial Services, a former Registered Investment Advisory firm. Deborah has over twenty years of investment advisory and financial planning experience. As a West Branch Capital Managing Director and Portfolio Manager, Deborah provides custom design and management of client portfolios utilizing individual stocks and bonds, Preferred Stocks, ETFs and mutual funds.

Prior to founding Davis Financial Services, Deborah spent 23 years in banking, where she served in a variety of roles, including mortgage lender, commercial credit analyst, commercial loan officer, and loan workout specialist.

Deborah was granted the CFP® certification by the Certified Financial Planner Board of Standards, Inc. in 1996.

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