Michael Davis
Financial Advisor @ Fortress Financial Partners | Strategic Financial Management
- Role
- Financial Advisor at Fortress Financial Partners
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
About Michael Davis
As a Financial Advisor at Fortress Financial Partners, I help clients overcome their financial challenges and prepare for a secure retirement. With over seven years of experience as a CEO, CFO, and owner of successful medical startups, I bring a wealth of knowledge and expertise in finance and accounting to my role. I hold FINRA Series 7 and 66 securities registrations, NC Life and Health insurance licenses, and I am a CMAA Sponsor and an ERTC Expert. My passion is to develop long-term relationships with my clients and serve their needs with smarter index fund options, tax minimization strategies, and creative solutions to build and preserve wealth in any market climate. I specialize in helping those who are nearing retirement or already retired create an income stream that allows them to live comfortably now and into their golden years. I also enjoy helping small businesses save money on taxes and provide 401(k) plans to their valued employees. Whether you are looking for retirement planning, advanced tax strategies, or 401(k) consulting, I am here to help you achieve your financial goals.
Experience
Financial Advisor
Sep 2019 — Present · Raleigh, NC, US
Education
The University of North Carolina at Chapel Hill
Bachelor of Science - BS, Business Administration and Management, General
1978 — 1982
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