Deborah E. Davis, CFP

Deborah is the Principal and founder of Davis Financial Services, a Registered Investment Advisory firm since November 2005. Davis Financial Services is now a division of West Branch Capital. Deborah has over 20 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 joining West Branch Capital, Deborah had a distinguished 23 year career in banking. Deborah was a voting member of the Commercial Loan Committee making decisions on the largest commercial loans, Commercial Loan Officer, mortgage lender, commercial credit analyst, and loan workout specialist.

Deborah completed the CFP® education requirement from the College for Financial Planning and was granted the CFP® certification by the Certified Financial Planner Board of Standards, Inc. in 1996.

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