Troy Davis

President & Founder @Davis Capital Management Llc

Jacksonville, FL, US
EMAILS
t•••••@daviscapitalsite.com
MOBILE NUMBERS
+18•••••••19

Signup · Get unlimited contacts

WORK HISTORY

Feb 2008 — Present

President & Founder @Davis Capital Management Llc

View department →

Jacksonville, FL, US

I specialize in investment management and financial planning for individuals, families, and businesses. I work with clients who are interested in achieving their financial goals through a transparent and fiduciary solution. For over 17 years I have worked with professionals and business owners and I have gained an understanding of the unique problems and opportunities that you may encounter. This translates into a time-tested ability to obtain measurable and meaningful results for you, your family, or your business. Our services include- Discretionary Investment Management (Fee-only)- Tax & Financial Planning- Estate & Generational Wealth Planning- Small Business and Self-Employed Retirement Plans- Family Office Services- Private Equity & Private Credit Investments- Real Estate (1031 & opportunity zone)

EDUCATION

2003 — 2005

University of Florida - Warrington College of Business

BABA, Business Admin

2007 — 2008

University of Georgia - Terry College of Business

Executive Program for Financial Planning

SKILLS

Financial AdvisoryFamily OfficeInvestment StrategiesAlternative InvestmentsPrivate EquityNonprofitsInvestment ManagementValuationAsset ManagementPortfolio ManagementStrategic PlanningRetirementStrategic Financial PlanningVenture CapitalEstate PlanningFinancial PlanningWealth ManagementAsset AllocationInvestmentsDue DiligenceSmall BusinessTrust ServicesReal EstateRetirement PlanningCollege Funding StrategiesBusiness Strategy

ABOUT TROY DAVIS

Dedicated to empowering individuals, families, and businesses to achieve their financial…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.