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Our financial advice team

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

Kyle Davis


Financial Advisor

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

Client Satisfaction 4.7 out of 5 rating based on 44 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


  • AAMS™ Accredited Asset Management Specialist™
  • AWMA℠ Accredited Wealth Management Advisor™
  • APMA™ Accredited Portfolio Management Advisor™


  • 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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

National Day of Service


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