Robert “Bob” Davis – Principle Financial Adviser of Davis Investment Group (DIG) – has clients throughout the United States. His financial knowledge, proven advising skill, and ability to connect personally with clients puts them at ease and establishes rapport that enables great financial planning and achievement of financial goals.

Bob’s personal mission is to use his integrity, time and talents to make a positive difference in the lives of his clients and others (via Kiwanis and Chamber of Commerce activities). As a financial adviser, Bob considers his clients’ best interests as his first priority – a responsibility he takes very seriously. Clients trust that he will make every effort to do what is in their best interest … and he does!

Qualifications: After earning a B.A. in Economics and Market Analysis and an M.B.A. in Management and Marketing, Bob successfully passed the FINRA Series 7 and 63. At the same time, he held part-time and full-time positions that provided manufacturing, management, and additional financial experience.

Bob started DIG after working 25 years for other financial firms, with the understanding that DIG advisers would provide clients with more options that improve their financial health. He also uses his Tax and Life Agents Licenses to develop plans that suit clients’ financial situations.

Since 1986, Bob’s qualifications and experiences – public speaking on financial topics, a Series 7 instructor, investment executive, business management, personal investing and community service –make Bob Davis and DIG the ONLY choice for investors who expect the utmost from their financial adviser.

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