Davis joined Regency Investments in 2017 and brings nearly a decade of experience supporting the firm's advisors as they help individuals and businesses build their financial futures. He manages much of the office's day-to-day operations, including account administration, new account and rollover paperwork, and client service requests, with a focus on accuracy and a smooth experience for every client.
Davis is also the team's go-to resource for technology. He manages the systems and software the office relies on and looks for new tools that help serve clients more efficiently.