Nathan Davis joined our team in June 2025 as a Senior Client Service Associate. With almost 20 years of Wealth Management and Banking experience, Nathan brings a wealth of knowledge and expertise to our team. Nathan graduated from University of Dayton with a Bachelor of Science in Finance and holds Series 7, Series 66, and SIE designations.
Outside of the office Nathan enjoys spending time with his family and playing golf. Nathan and his wife (Ivette) have three kids (Lyla 11, Evan 9, Rhys 5) who are very active and keep them busy. He loves coaching and watching them play sports including football, baseball, basketball, soccer, and volleyball.
