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John Davis, a native of Searcy, Arkansas, believes it’s his job as a financial advisor and fiduciary to help people reach their goals through responsible financial planning and investment management. He prides himself on building trusted, long-term relationships with his clients and helping them with “all things financial” through their changing seasons of life.
After graduating in 2013 from the University of Arkansas in Fayetteville with a bachelor’s degree in marketing with a minor in supply chain management, John relocated to Dallas to work in the transportation brokerage business. He returned to Arkansas in 2017 to live closer to family and pursue his passion to become a financial advisor. He earned his Series 7 and 66 licenses, as well as an Accredited Asset Management Specialist designation. He then joined Raymond James & Associates, where he spent six years building personal client relationships and managing a significant book of business.
A desire to offer his clients independent wealth management solutions led John to Trek Wealth in 2023. Today he is part of the team that embraces guiding clients whose goals are to build and protect wealth while enjoying the journey of life. He specializes in investing for retirement, estate planning and wealth management.
“I have been fortunate to live out some of my bucket list dreams. As an avid golfer and fan of the game, I have been to the Master’s the PGA Championship and the British Open. Once I make it to the U.S. Open, I will have completed the golf fan ‘Grand Slam.’ Finishing that is top on my bucket list.”
