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Kyle Davis, Financial Advisor serving the Atlanta, GA area - Ameriprise Advisors

Kyle Davis

Financial Advisor

Managing Director
Davis & McKinzey Wealth Management
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.5 out of 5 rating based on 30 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Saving for Education
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies

Education

  • Bachelor of Science, University of Georgia, Athens, GA

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2020 - 2023
  • Ameriprise Circle of Success, 2019 - 2022
  • Ameriprise Ultimate Digital Excellence Award, 2021

Previous experience

  • Raymond James & Associates, Inc., 2013-2019
  • Morgan Keegan, 2007-2013
  • Morgan Stanley, 1998-2007

Community participation

National Day of Service

Interests

I enjoy spending time with my family and traveling with them.