DAVIS WEALTH PARTNERS - Key Persons
Susan began her career in 1981 at a large, local commercial bank, specializing in bank operations and employee benefit plans. This commercial bank later became SunTrust Bank. In 1997, Susan transitioned within SunTrust to the brokerage division within the Investment Services. There she met and began working with Roger and Denise.
In 2010 Susan joined Roger and Denise as an Investment Associate, becoming a team of three. Susan, Roger, and Denise worked together as the Davis Team started the Wealth Management line of business of Southeast Bank.
As the team opened Davis Wealth Partners in January of 2020, Susan took on the role of Office Manager for the partnership and continues to be a valuable asset to the team. Susan is a licensed Life & Health Insurance Agent registered in TN.
Denise is a native of Cleveland, TN. She earned her Bachelor of Science from the University of Tennessee at Knoxville. She is also a licensed Life & Health Insurance Agent and registered in the following states: AL,FL,GA,KY,ME,TN
Denise began her investment career in 1992 as an Office Manager and Licensed Banker Program Manager at a local Chattanooga bank. In 1994, she transitioned to SunTrust Investment Services, where she met and partnered with Roger Davis to build client relationships over 22 years.
She then used her experience to begin a Wealth Management line of business for Southeast Bank in Bradley & Hamilton County in September of 2016.
In her spare time, Denise enjoys antiquing and decorating, along with spending time with family and friends. She has one grown son.
Series 6 & 7 & 63 & 66 & 26 Denise is a native of Cleveland, TN. She earned her Bachelor of Science from the University of Tennessee at Knoxville. She is also a licensed Life & Health Insurance Agent and registered in the following...
Roger began his training for the financial advisory realm with a Bachelor of Science degree from the University of Tennessee at Knoxville, followed by a Master of Business degree from the University of Tennessee at Chattanooga. He has also earned the designation of Certified Retirement Planning Consultant (CRPC). Roger is registered in AL,FL,GA,ME,MI,TN
Roger began his financial advisory career in 1988 as an Insurance and Investment Advisor. He has spent the last 30 years developing a client-centered practice to assist in planning and achieving financial goals. This experience has prepared him to guide clients in both challenging and advancing markets. His training and education have given him the ability to use an array of diverse investment strategies and planning tools.
Roger and his wife Amy have three grown children, and they enjoy traveling and enjoying the great outdoors.
Series 7 & 63 & 66 & 24 Roger began his training for the financial advisory realm with a Bachelor of Science degree from the University of Tennessee at Knoxville, followed by a Master of Business degree from the University of Tennessee...
Series 7 & 66 Susan began her career in 1981 at a large, local commercial bank, specializing in bank operations and employee benefit plans. This commercial bank later became SunTrust Bank. In 1997, Susan transitioned within SunTrust to...