Corey Davis
Advisor
The best part of my job is helping people see what’s truly possible for their future. I love guiding clients through that moment when everything clicks; when they realize they can retire comfortably, travel, spend more time with family or finally do the things they’ve been waiting for. It’s not just about numbers or investments; it’s about helping people feel secure, confident and excited for the next chapter of their lives.
Corey Davis is dedicated to helping clients approach retirement with confidence through personalized, well-structured financial strategies. He believes every client’s journey is unique and deserves thoughtful attention, not a one-size-fits-all approach. Corey enjoys simplifying complex financial topics and creating clear, customized plans that empower clients to make meaningful decisions for their future.
Since entering the financial industry in 2016, Corey has combined his problem-solving mindset with a deep passion for guiding people through life’s most important financial milestones. He holds his Series 65securities license, as well as life, accident and health insurance licenses, allowing him to provide both investment and insurance solutions tailored to each client’s needs.
Outside of work, Corey enjoys hiking, visiting national parks and spending time outdoors with his wife and two children. A lifelong movie enthusiast, he still enjoys the creativity and storytelling side of film, but his true passion lies in helping people write the next great story of their own lives.
Corey Davis is dedicated to helping clients approach retirement with confidence through personalized, well-structured financial strategies. He believes every client’s journey is unique and deserves thoughtful attention, not a one-size-fits-all approach. Corey enjoys simplifying complex financial topics and creating clear, customized plans that empower clients to make meaningful decisions for their future.
Since entering the financial industry in 2016, Corey has combined his problem-solving mindset with a deep passion for guiding people through life’s most important financial milestones. He holds his Series 65securities license, as well as life, accident and health insurance licenses, allowing him to provide both investment and insurance solutions tailored to each client’s needs.
Outside of work, Corey enjoys hiking, visiting national parks and spending time outdoors with his wife and two children. A lifelong movie enthusiast, he still enjoys the creativity and storytelling side of film, but his true passion lies in helping people write the next great story of their own lives.