Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Davis/Santos Group
Team photo for Davis/Santos Group

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Our advisors

Advisor photo for Jeff Allen Santos

Jeff Allen Santos

CFP®

Branch Manager

Vice President
Learn more about Jeff Allen Santos Visit Jeff Allen Santos's website
Advisor photo for Keith Ronald Davis

Keith Ronald Davis

CFP®, CIMA®

Private Wealth Advisor

Managing Director
Learn more about Keith Ronald Davis Visit Keith Ronald Davis's website


Our team

Jennifer Judd

Client Service Specialist

Donna Hyatt

Registered Client Service Associate