Broker Check
Beth Davis

Beth specializes in Wealth Management. Areas of specialty include investment management, financial planning, tax, accounting and administration of trusts and estates. She graduated from Samford University with a Bachelor of Science in Business Administration and a Master of Accountancy.

Her certifications include Certified Public Accountant (CPA), Certified Global Management Accountant (CGMA), Personal Financial Planner (PFS) and Certified Financial Planner (CFP®).

She started working in financial services in 2005. She is a member of The American Institute of Certified Public Accountants and Louisiana Society of Certified Public Accountants.

Beth and her husband enjoy spending time with family and friends as well as traveling