Profile

Al Davis, CFP®, EA, MBA

Davis Financial Planning, LLC

Contact Details

Davis Financial Planning, LLC
One Oak Plaza
Suite 105
Asheville, NC 28801
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Primary: 828.398.5050
Mobile: 828.776.3609

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Bio

I am a native of North Carolina and have lived in Asheville for 13 years. I have an undergraduate business degree from Appalachian State University and an MBA from The University of Tennessee. I began my career in sales and marketing management and have been in the banking field for the past 11 years serving in several different positions with different banks all covering the western part of North Carolina. I earned my CFP while leading the wealth services team for SunTrust. This is also where I fell in love with financial planning and decided that I would be a financial planner at some point in my career. I ended my banking career at a statewide community bank as the western region executive responsible for all banking operations in the western part of North Carolina.

I am very involved in the community in Asheville having served on numerous boards and volunteered with many community organizations. I am currently on the board of the UNC Asheville Foundation, The Health Adventure (a health and science interactive museum), and the Asheville Parks and Greenways Foundation.

I have a wonderful wife Jamye, and a delightful daughter Katie who is 7. We enjoy camping, traveling, and enjoying the mountains of NC. I am an avid tennis player and enjoy golf and mountain biking.

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes

Job History

Capital Bank
Western Region Executive
Asheville, NC, United States
February 2007 - February 2010

SunTrust
Wealth Services Team Leader / Private Banking Manager
Asheville, NC, United States
May 2003 - February 2007

Bank of America
Small Business Client Manager
Asheville, NC, United States
January 2000 - May 2003