Meet the Davis Financial Team
Davis Financial was founded in the 1960s by Bob Davis, who believed that financial advice should always put people first. His commitment to trust, independence, and personal care set the foundation for a family tradition that now spans three generations.
Today, Bob’s son Steve Davis CFP®, and grandson Paul Davis continue that legacy. Together with client service specialist Jamie McDuffie, the Davis Financial team blends decades of experience, modern planning tools, and a personal touch to serve clients across all stages of life.
Continuity You Can Count On
At Davis Financial, we believe great planning doesn’t just cover today — it provides confidence for tomorrow. That’s why Steve and Paul often meet with clients together, blending generations of seasoned retirement and financial advice with a modern, tech-driven approach. For our clients, this means the assurance of both experience and continuity: guidance from a team that has served families for more than 60 years — and will continue to serve for decades to come.
Meet the team ready to serve you.
Steve Davis, CFP®
Owner & Financial Advisor
For over 25 years, I’ve worked with couples in or nearing retirement. With so many financial pieces, it’s hard to feel like you have it all figured out. My job is to guide you to confidence in your retirement.
Paul Davis
Financial Advisor
As a teacher at heart, I want to help you understand how to manage your money today and plan for your road to retirement in the future. I work with professionals and young families to do exactly that.
Jaime McDuffie
Client Service & Administration
Jaime McDuffie is the friendly voice and organized support behind the scenes at Davis Financial. She focuses on client service and administration, ensuring day-to-day processes run smoothly.