Our Team
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...
Gina Davis
Director of Operations
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Regina (Gina) Davis has been with Davis Financial Group for 9 years. She is the Operations Manager and Assistant to Keith Davis. Prior to her working at Davis Financial Group, she worked as a substitute teacher at Norwin School...
Jesús M. Torres
Vice President Financial Advisor
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Jesús was raised in San Juan, PR and a graduate of Penn State University majoring in Accounting with a minor in Business Law, and a concentration in Finance. As a professional his career experience to date includes working at a...
CPA Alliance - Deluzio Financial Services, LLC
Mary Ann Petrillo - Legal Alliance - Alliance Consultants, LLC
Attorney at Law
http://www.maryannpetrillo.com