E. Kyle Davis, AAMS®, AWMA®, WMS, Managing Director

Kyle Davis

Kyle likes working with numbers almost as much as he does working with people. Part of his role leading the investment team for Davis & McKinzey Wealth Management is to serve as a relationship manager. The team maintains regular contact with clients to keep them informed about their portfolios and to make sure all their needs are being met.

By staying in close contact, Kyle and his team make sure clients understand their portfolios – why each security was purchased for them and how it helps in their overall plan. He wants to educate his clients so that they are able to make intelligent decisions regarding their financial future.

Kyle, who is originally from Marietta, Georgia, gets his love of numbers and his attention to detail from his father, who was a certified public accountant. After graduating from the University of Georgia, Kyle spent several years at Morgan Stanley before joining Morgan Keegan, which became part of Raymond James in 2012. Kyle has earned the designations of Wealth Management Specialist, Accredited Asset Management Specialist and Accredited Wealth Management Advisor.

When he is not helping clients, Kyle enjoys golf and tennis and volunteer work with MUST Ministries. He also coaches his children’s soccer, softball, baseball and basketball teams. Kyle, and his children, Jackson and Caroline, live in Marietta, where they belong to Mt. Bethel United Methodist Church.

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