Will Davis adds more than 10 years of financial industry experience to Archford Capital Strategies, including extensive experience in financial planning, portfolio management, securities research and client satisfaction. He holds a Certified Financial Planner (CFP®) designation and the Accredited Investment Fiduciary (AIF®) designation, which coincides with Archford’s philosophy of holding the client’s best interest to the utmost fiduciary care.
Will comes to Archford from Deschaine & Company, where he was mentored by Mark Deschaine and maintained discretionary responsibility for $85 million in assets. He also served as CIO which included providing integral research and analysis in selecting and monitoring securities within the company’s portfolios. Will is skilled in using HOLT Lens ™ from Credit Suisse. While managing three of the firm’s equity income portfolios, Front Edge, a HOLT advisory group, named Deschaine’s Equity Income Portfolio a “best performing” investment portfolio.
Will graduated from Southeast Missouri State University in 2004 with a bachelor’s degree in Business Administration. He lives in Columbia, IL, with his wife, Kate, an engineer at Proctor & Gamble, and two daughters.