Brad M. Davis,

WMS Financial Advisor Wealth Management Specialist

Reliable and conscientious, Brad was attracted to the financial services industry since he always knew he wanted to help improve others’ lives. He believes a healthy financial life can lead to happier people, and enjoys providing comfort to clients that they are on the right path.

Brad joined Raymond James in 2000, and holds a bachelor’s degree in business finance and accounting from the Kelley School of Business. Earning a Wealth Management Specialist designation, Brad is knowledgeable about the wealth management and asset allocation process, time value of money principles, measurement of risk and return, investment strategies, insurance products in wealth management, business ownership and planning, retirement planning considerations and estate planning considerations.

Originally from South Bend, Indiana, Brad was raised in Elkhart and lives in Grander, Indiana, with his wife, Lindsay. They have three daughters, Lilly, Addy and Anna.

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