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Cfp Will Davis Aif

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Cfp Will Davis Aif

Vice President, Senior Wealth Advisor/Business Development Officer | Community Trust and Investment Company

United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Cfp Will Davis Aif

Work Experience

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Vice President, Senior Wealth Advisor/Business Development Officer at

Community Trust and Investment Company

May 2018 - Present

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AVP, Retirement/Institutional Services at

Community Trust and Investment Company

April 2017 - May 2018

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Internal Sales Consultant at

Unified Trust

April 2012 - April 2017

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Recordkeeping Consultant at

Unified Trust

August 2011 - March 2012

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AVP, Wealth Advisor at

Community Trust Bancorp

Present

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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

mail

**********@ctbi.com

Colleagues

Andy Waters

President and CEO

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Anne Donworth

Advisory Board Member

Gerrie Clark Ctfa Fpqp

Vice President & Senior Wealth Advisor

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Tammy Provost

Vice President, Portfolio Manager

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Barrett Coleman

VP, Portfolio Manager

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Keren Salehi Cams

Vice President & Compliance Officer

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Brenda Brammer

SVP, Retirement/Institutional Services Manager

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Brett Trusty

VP, Business Development Officer - Retirement Plans

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Jason Lee

Senior Vice President

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