William P. Davis

  • CFP®
  • AIF®

Wealth Management Advisor

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’s experience includes maintaining discretionary responsibility for $85 million in assets while he served as CIO.  He provided integral research and analysis in selecting and monitoring securities within portfolios.

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.

618-416-7085
info@archfordcapital.com

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