Shane Davis
Wealth Management Advisor
Shane Davis has over 20 years of experience in the insurance industry focused on establishing strong relationships built on knowledge, caring, and trust. His practice includes providing strategies for effective cash flow management, asset protection through sensible insurance solutions, tax-efficient investing, estate planning, and overall financial education for education professionals. In addition to working with education professionals, Shane finds fulfillment in helping business owners, individuals and families identify and achieve their financial goals.
He has a Bachelor's degree in Business Administration with a specialization in Marketing from American InterContinental University and pursuing his MBA from the Jack Welch Management Institute. Shane is very competitive and stays active by playing in various recreational baseball and flag football leagues. When not at work, he is spending time with his family, and friends, playing sports, participating in great charity organization events, and/or enjoying time with clients at their events.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian).