Mary
Davis
CFP®
Here to act in your best interests
About me
My favorite part of being a financial planner since 1994 is the lifelong connections I've made with my clients and the sense that I have been able to provide some peace of mind for them and their families as they plan to reach their financial goals. In my free time, I love to travel with family and friends, and I enjoy creating and viewing beautiful works of art, attending musical events and shows and reading.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Business Administration - Southern Methodist University
Visit one of our Locations
Washington DC III - Fairfax
4000 Legato Road
8th Floor
Fairfax, VA 22033
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
