About Scott Davis

Do you have a leader of your financial team? Scott Davis, as a Financial Planner with Michigan Financial Companies, is qualified to lead your financial team and help you pursue your vision. In a world of constant media noise and endless financial products, Scott can help you define your financial goals and put a plan in place to pursue them. Working with your CPA, attorney and other advisors, Scott will assess how your small decisions add up to the “Big Picture” you desire.

Getting the outcome you want often means using a customized solution. Scott focuses on personalized financial planning for his clients, including asset allocation recommendations, college education planning, insurance planning, and tax planning* as it relates to investments. He works closely with physicians and other professionals to help them pursue their goals and protect their assets. Whether your objective is to enhance or simply preserve your wealth, Scott will put to use his 20 plus years of industry experience to provide creative and customized strategies.

Education

University of Michigan, 1993, Bachelor of Economics

Professional Registrations & Designations

Life, Accident & Health Insurance License
Series 7
Series 63
Series 65
Series 6
CFP® - Certified Financial Planner 

Personal Data

Scott and his wife Jenn live in Brighton and love to be outdoors and active.  Their spare time is spent traveling, at Lake Michigan, or with their two grown boys Kyle and Casey.