Megan K. Davis

734.827.5209

Megan has held multiple positions during her twenty years in the finance world, which gives her a distinct perspective as a financial planner. She joined Raymond James in 2016 and provides comprehensive client solutions through holistic financial planning.

Megan's focus is helping clients create wise investment strategies no matter where they are in the financial planning process. Her strengths lie in creating practical and approachable solutions with consideration for all aspects of her client's ever-changing lives.

Megan thrives on direct and honest communication as the key to successful financial management. Her previous experience includes 10 years in the mortgage and private banking industries giving her a well-rounded financial perspective that empowers her to create insightful investment strategies with her clients.

Megan completed her degree in Business Administration and Finance at Siena Heights University and holds her Series 7 & 66 licenses.

She was a founding member of Redeeming Africa's Hope Inc., an international non-profit. Her volunteer efforts supported a sound financial foundation so RAH could continue its efforts to build stronger communities over the long term.