Greg Davis

About Greg Davis

Greg Davis, CPA, CFP® is Chief Executive Officer and Wealth Advisor at RBG Wealth Advisors in Memphis, TN. Greg focuses on helping families plan for life beyond their profession. Together with his team, he helps clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, protecting their assets, and charitable giving. Greg co-founded RBG Wealth Advisors in 2022 through a strategic partnership with RBG PLC, an accounting firm with a reputation for providing exceptional professional services for over 100 years. Successful individuals, families, and institutions work with Greg to- Develop and implement a comprehensive advanced plan to help them reach their financial dreams- Make smarter decisions in today\'s uncertain political, economic, and social environment- Obtain an independent second opinion from a top wealth advisor in their community. Greg Davis is a graduate of Christian Brothers University where he earned his undergraduate degree in Business Administration, concentrating in Finance and accounting. He has obtained both the CPA (Certified Public Accountant) and CFP® (Certified Financial Planner) designations. An active member of the professional community, Greg is currently affiliated with the Tennessee Society of CPAs (TSCPA), American Institute of Certified Public Accountants (AICPA), and the Financial Planning Association (FPA). He is currently a board member on the TSCPA State Board. He previously served as President of the Memphis Chapter of the TSCPA, a member of FPA of Greater Memphis board and has served as a mentor in several mentorship programs including Nexus Leaders. Greg enjoys spending time at the lake and listening to live music with his wife Carrie and daughter Ellie Kate. Greg Davis, CPA, CFP®g•••••@rbgwa.com 90••••••31

Experience

1. CEO and Wealth Advisor

   Rbg Wealth Advisors Llc

   Feb 2022 — Present · Memphis, TN, US

   We challenge and inspire our people and clients to achieve their goals while creating lasting legacies.

Education

• Christian Brothers University

  Business Administration, Accounting & Finance

  2006 — 2009

Skills

• Cfp
• Financial Planning
• Retirement Planning
• Investment Management
• Cpa
• Portfolio Management
• Wealth Management
• Series 7
• Tactical Asset Allocation
• Alternative Investments
• Tax
• Investments
• Series 66