S. Diane Davis, CLU®, CLTC®

S. Diane Davis, CLU®, CLTC®

Managing Partner
Senior Financial Planner

Diane entered the financial services industry in 1992 with a focus on retirement planning with educators at North Carolina State University, UNC-Greensboro, NC School of the Arts and Winston-Salem State University. Diane transitioned to overall financial planning in 1995. Diane feels that providing solutions to help clients achieve their goals is one of the most rewarding aspects of the service we provide.  Ultimately, our role is to empower individuals to make smart choices about their money while keeping in mind what’s important to them. 

Diane has a B.A. from Wake Forest University.  She is very involved in the community and is an active member of The Rotary Club of Statesville Fourth Creek.  Diane is the current treasurer for the Rotary Club’s largest fundraiser, the Laura Laws Memorial Golf Tournament as well as coordinating the silent auction for the event. 

 

 

 

 

 

 

Phone 704-892-2226
Fax 704-892-2052
Mobile Phone 704-450-0059