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KEITH C. DAVIS, CFP

KEITH C. DAVIS, CFP

President and CEO

Keith has held management positions for more than 30 years with both domestic and international experience. The past 15 years have been in the private client wealth management division. Prior to his present position at Davis Financial Group, Keith served as Vice President - Director of Marketing and Client Services for Sweetwater Asset Management and also Senior Financial Advisor and Certified Financial Planner for Merrill Lynch. He was also Vice President of Production Processes for Adtranz Worldwide based in Berlin, Germany, where he supervised and managed production and facilities throughout Europe, South America and the United States. During his years in the management and as a private business owner, Keith directed the course of financial accountability, the proper distribution of human resources and the efficient allocation of physical plant utility. Keith was instrumental in implementing Total Quality Management through Six Sigma type programs.
Keith has served on the Executive Board of the Norwin Chamber of Commerce. He is President of CASA of Westmoreland and past President of the Norwin Lions Club. Keith graduated with a Bachelor of Science degree from California State College. He earned his CFP® from the Certified Financial Planner Board of Standards, Inc. He resides with his wife, Gina in North Huntingdon and has 2 daughters.