Beth Davis, CPA, PFS, CFP®



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

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

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