Bo takes a proactive and personalized approach to helping clients pursue their important objectives. Providing client-first service is his priority. He specializes in guiding clients to and through retirement, and also serves the distinct needs of business owners. He lets clients know they can reach out to him at any time for any financial matter. He believes in being responsive and straightforward with his advice, building strong relationships for the long term. He also is continuously researching the markets and works with product partners to maintain awareness of the strategies available to clients.
He began his career as a dedicated fleet manager for Marten Transport and joined the financial services industry in 2016 as a financial advisor for Edward Jones. He has also served as an advisor at Coffee Financial/Luna & Herren Investments. He joined the investments division of FirstBank in 2020. He earned a bachelor’s degree with a major in business analytics and supply chain management from the University of Tennessee, Knoxville.
He stays connected to the community as a member of Highlands Young Professionals and the Cookeville Chamber of Commerce.
Originally from Crossville, Tennessee, he lives in Cookeville. In his free time, he enjoys playing disc golf and pickleball, hiking, kayaking, fishing, golfing and hunting.
Email: bo.davis@firstbankonline.com
Phone: 931.528.1188
Raymond James is not affiliated with the above organizations and/or charitable causes.