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Cfp Will Davis Aif
Cfp Will Davis Aif
Vice President, Senior Wealth Advisor/Business Development Officer | Community Trust and Investment Company
United States
Cfp Will Davis Aif
Summary
Will Davis is a seasoned Vice President and Senior Wealth Advisor with a robust background in financial planning and wealth management. With expertise spanning 401k, asset allocation, and retirement planning, he has a proven track record in providing tailored financial solutions to clients. His career includes significant roles at Community Trust and Investment and Unified Trust, where he honed his skills in business development and institutional services. Will holds an MBA and a Bachelor's in Accounting, showcasing his strong educational foundation. He is dedicated to helping clients navigate the complexities of financial decisions and achieve their long-term goals. His commitment to professional growth is evident through certifications like the Certified Financial Planner (CFP). With a passion for financial education, Will aims to empower others in their financial journeys. Outside of work, he is likely to engage in community initiatives, reflecting his values of service and integrity.
Cfp Will Davis Aif
Work Experience
Vice President, Senior Wealth Advisor/Business Development Officer at
Community Trust and Investment Company
May 2018 - Present
AVP, Retirement/Institutional Services at
Community Trust and Investment Company
April 2017 - May 2018
Internal Sales Consultant at
Unified Trust
April 2012 - April 2017
Recordkeeping Consultant at
Unified Trust
August 2011 - March 2012
AVP, Wealth Advisor at
Community Trust Bancorp
Present
Cfp Will Davis Aif
Education
College for Financial Planning, Certification Professional Education Program
January 2014 - January 2015
Morehead State University, Master Of Business Administration (Mba)
January 2010 - January 2011
Morehead State University, Bachelor Of Business Administration (Bba)
January 2006 - January 2010
Frequently Asked Questions about Cfp Will Davis Aif
What is Cfp Will Davis Aif email address?
Cfp Will Davis Aif's primary email address is **********@ctbi.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Will Davis Aif work for?
Cfp Will Davis Aif is a Vice President, Senior Wealth Advisor/Business Development Officer at Community Trust and Investment Company, a company specializing in Security brokers & dealers.
Where Cfp Will Davis Aif graduated from?
Cfp Will Davis Aif holds a degree in Certified Financial Planner from College for Financial Planning.
How can I directly contact Cfp Will Davis Aif?
To contact Cfp Will Davis Aif directly, you can use the email address **********@ctbi.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Will Davis Aif?
Will Davis is a seasoned Vice President and Senior Wealth Advisor with a robust background in financial planning and wealth management. With expertise spanning 401k, asset allocation, and retirement planning, he has a proven track record in providing tailored financial solutions to clients. His career includes significant roles at Community Trust and Investment and Unified Trust, where he honed his skills in business development and institutional services. Will holds an MBA and a Bachelor's in Accounting, showcasing his strong educational foundation. He is dedicated to helping clients navigate the complexities of financial decisions and achieve their long-term goals. His commitment to professional growth is evident through certifications like the Certified Financial Planner (CFP). With a passion for financial education, Will aims to empower others in their financial journeys. Outside of work, he is likely to engage in community initiatives, reflecting his values of service and integrity.
Cfp`s contact details
**********@ctbi.com
Colleagues
President and CEO
Advisory Board Member
Vice President & Senior Wealth Advisor
Vice President, Portfolio Manager
VP, Portfolio Manager
Vice President & Compliance Officer
SVP, Retirement/Institutional Services Manager
VP, Business Development Officer - Retirement Plans
Senior Vice President