Diane Davis

About Diane Davis

Diane Davis is a Vice President and Wealth Management adviser in the Miami Falls Office in South Florida. Diane started her career in the banking industry in 1987 at Chase Federal Bank, in Miami. With Merrill Lynch since 1995, Diane brings over 25 years of financial experience and education to the table, helping affluent families, corporate executives, busy professionals and business owners manage their financial lives. The Davis team provides wealth planning, life-stage investment planning, strategic asset management, liability management and access to family office services. Business financial services include retirement plans, commercial lending, business transition planning and working capital cash management. Diane and her son Will live in Coconut Grove where they enjoy an active South Florida lifestyle including sailing, diving, biking and other eco-adventures. Credentials:*CFP® certification awarded by the Certified Financial Planner Board of Standards, Certified Investment Management Analyst®, CIMA® (2003)** Masters of Business Administration - Florida Int\'l University(Cum Laude, 1992)* BA- Marine Affairs/Economics, University of Miami (1987) Affiliations:* 20••••14 Board Member and Immediate Past President, The Commonwealth Institute, South Florida Chapter (member 2004-present),* Member and Past Chair, Holiday Music Event at Fairchild Tropical Gardens(member 2004-present)* Trustee Council for Educational Change (2014-present),* Beta Gamma Sigma Honors Society for Collegiate Schools of Business (1992 to present).* Investment Management Consultants Association, IMCA (2002 to present)* Plymouth Church - Chair Nominating Committee (2015), Member Church Council (2015)

Experience

1. Wealth Management Advisor, Vice President

   Merrill Lynch

   Feb 1995 — Present

   Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.

Education

• Florida International University

  Master's Degree

  1987 — 1992

• University of Miami

  Bachelor's Degree

  1979 — 1987

Skills

• Wealth Management