Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Small Business
  • Saving for Education
  • Charitable Giving

Awards & recognition

  • Black, Davis & Associates, Ameriprise Client Experience Award, 2023
  • Chad Davis, Five Star Wealth Manager, 2013-2017; 2019-2022
  • Mitchell Black, Ameriprise Circle of Success, 2010-2022

Community participation

Mitchell Black volunteers on the Board for Mason's Give A Heart Foundation 501(c)3. This organization is primarily focused on raising awareness of CHDs, and supporting children with Congenital Heart Defects as well as their families in need of financial support.

Chad Davis has been active with the Kansas City, MO Chapter of Big Brother/Big Sister since 2002 and recently joined the Lee's Summit Chamber of Commerce.

  • Mason's Give A Heart Foundation
  • Kansas City, MO Chapter of Big Brother/Big Sister
  • Lee's Summit Chamber of Commerce

Honored to receive recognition

All of us at Black, Davis & Associates are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Black, Davis & Associates team and the great experience we work so hard to provide for our clients every day.

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