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John D. Davis, AAMS

John D. Davis, AAMS

Managing Partner | Financial Consultant

John D. Davis, AAMS, specializes in helping successful families across the country plan for and navigate their way to a more successful and stress-free financial future. His 20 years in the financial services industry has focused on how to make a profoundly positive difference in the life's of his clients and their families. 

He has built a significant retirement planning practice. As a Financial Consultant, John has gained extensive knowledge in the realm of financial planning. He has given over a hundred seminars, sharing his knowledge on strategies designed with the goal to create and maintain wealth. His business has flourished through a solid work ethic, conservative investment ideology, and a firm commitment to client service. It has been John’s personalized full-service approach that has made him successful with wealthy investors.

Raised in Ashland, KY, John now lives with his wife, Kristin and their three children in Lexington, KY. He moved to Lexington in 1990 to attend the University of KY. There, he obtained his Bachelors in Business Administration with a concentration in Finance.

He has been working in the financial industry since 1994. John has obtained his Accredited Asset Management Specialist designation from the College for Financial Planning. He also holds several licenses, certifications and degrees. 

In addition to the above, John has owned and operated several successful businesses and also participates in a variety of civic and charitable organizations in the Lexington community.