Beth Davis, CPA, PFS, CFP®

 

Manager

Beth specializes in Wealth Management. Areas of specialty include investment management, financial planning, tax, accounting and administration of trusts and estates.

Education
Bachelor of Science in Business Administration, Samford University – 2004
Master of Accountancy, Samford University – 2005

Certifications
Certified Public Accountant (CPA)
Personal Financial Planner (PFS)
Certified Financial Planner™ (CFP®)
Certified Global Management Accountant (CGMA)

Professional/Civic organizations
The Financial Planning Association
American Institute of Certified Public Accountants
Alabama Society of Certified Public Accountants

Personal interests
Spending time with family and friends, reading, yoga and traveling