Grant Davis

WMS
Managing Director
Senior Vice President, Investments

A member of the Davis Frayman Financial Group since 1993, Grant focuses on investment planning, portfolio design and maintenance, and portfolio manager research. As a Davis Frayman Financial Group client, you’ll work with Grant to develop an investment portfolio that is based on your unique needs – and focused on meeting the goals that you established during the financial planning process. On an ongoing basis, Grant will evaluate your investment plan to help ensure it remains consistent with your goals and risk tolerance – and recommend changes when necessary.

His greatest satisfaction comes when his clients not only achieve their goals but are able to have a meaningful impact on their next generation. Grant moved to Raymond James in 2006, attracted by its “Client first” philosophy that allows him to follow his own advice and strive for balance both in his clients’ financial picture as well as in life.

Originally from Shaker Heights, Grant and his wife, Lisa, live in Moreland Hills. They have two daughters, Kirby and Quinn, who are studying at Miami and DePaul University, respectively, and a son, Trey, who is in high school in Orange Village. When Grant is not at work, you will typically find him at the yoga studio or traveling somewhere with his family.