Ashaunda M. Davis, M.S.

Financial Representative

  • Office 678-213-4385
  • Mobile 502-354-8812


I recall when I was a young ambitious professional in my 20's, reaching a point where I needed professional financial advice.  After meeting with a couple of male advisors and enrolled in two Financial Peace University courses, still none were able to meet me where I was and provide me with the level of detail and personalization I craved.  Frustrated with the options available, tired of only being sold to and not coached and advised, I ultimately decided to take on this task myself - an arduous, but enjoyable process, that led me to my passion career.  My team and I focus on helping you with everything from investments to insurance and the everyday matters of life such as budgeting, saving (wedding, vacations, businesses, children’s education), and eliminating debt.

I believe in taking a robust financial planning approach and process and making it simple to understand.  I also believe I have more opportunity to help you avoid or minimize your financial losses than just picking top performing stocks.  We begin by finding money (aka Wealth Transfers) you may be currently losing unknowingly and unnecessarily.  Together we uncover your true financial goals.  Then we create a clear and concise roadmap/plan that we then strategically and intentionally implement annually.
- Are professionally and financially ambitious seeking fundamental and/or advance holistic financial planning
- A male physician/business owner/executive who is honest with himself in knowing that thus far you have only looked rich but NOW wanting to build wealth.
- A woman physician/business owner/executive who feels your 10yr+ behind in structuring, saving, or investing due to your family demands
- Are in transition work-wise and want to explore your financial options
- Are dissatisfied with your current advisor or DIY approach and would like a first or second opinion
- Are a CPA, Counselor, Mortgage Lender who is looking for a resource for your clients



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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.