Susan Davis,
CFP®, CEPA® President, Davis Financial Partners CERTIFIED FINANCIAL PLANNER®Certified Exit Planning Advisor®
Financial Advisor, RJFS
As a CERTIFIED FINANCIAL PLANNER® professional, Susan holds one of the most respected credentials in the financial planning industry. She exemplifies a commitment to excellence in personal finance and specializes in serving business owners, widows, and individuals in or approaching retirement, focusing on income strategies that support fulfilling their leisure years.
"We prioritize getting to know our clients and their families to understand what truly matters to them," Susan explains. "By tailoring a financial plan to their specific goals and regularly reviewing it, we ensure that adjustments can be made as life evolves." She emphasizes collaboration, working alongside her clients' accountants and attorneys to create a cohesive professional team that optimizes tax savings and enhances legacy planning.
Education is a cornerstone of Susan's approach. "Empowering clients through knowledge is a top priority," she states. "We also engage with their children and grandchildren to set them on the right path financially." This family-centric perspective is integral to her comprehensive planning process.
With over two decades in the financial services industry, Susan's passion for finance stems from its dynamic nature and constant learning opportunities. "This journey has enriched my ability to serve my clients better, particularly in portfolio management," she shares.
Before joining Raymond James in September 2020, Susan was a financial advisor and limited partner at Edward Jones. Susan serves clients in many parts of the United States. Her career began at American Century Investments, and she holds a bachelor’s degree in business and fashion merchandising from Baker University.
Susan is active in various organizations outside her professional commitments, including Women in Financial Services and the Purr Gamma Bark at Wayside Waifs’ Sorority. She has also served as membership chair for the National Association of Women Business Owners in San Antonio and volunteers for several nonprofit organizations, including the Alzheimer’s Association.
She lives in Kansas City with her husband of over 30 years, Brian. They cherish family time with their three children—Taylor, Ally, and Weston—and their beloved dog, Gracie.
She loves spending time at the lake, traveling, and enjoying outdoor activities in her free time.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
