Kenneth R. Davis, CLU®, ChFC® , CASL®

Kenneth R. Davis, CLU®, ChFC® , CASL®

Managing Partner
Senior Financial Planner

Kenneth has over thirty three years of experience in the Financial Sevices industry. He has extensive experience in asset management, financial planning, insurance, retirement planning and estate planning.

Kenneth is very involved in the community. He is member of The Rotary Club of Statesville/Fourth Creek. He has coached basketball, held basketball clinics for coaches and founded as well as operated summer basketball camps for girls in his community. Kenneth is also very active in his church. Kenneth and wife, Melanie, have two daughters, Elizabeth and Savannah. Kenneth graduated Appalachian State University obtaining a Bachelors and Masters Degree.  He has also obtained the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Chartered Advisor for Senior Living (CASL) designations.   

Your goals may change. Your financial situation may change. The financial landscape will be ever-changing. One thing, however, won't change: is my dedication to helping you plan to make your goals and dreams a reality.

 

Phone 704-892-2226
Fax 704-892-2052
Mobile Phone 704-650-6383