DAVIS & DAVIS FINANCIAL - Key Persons
Elizabeth spent the first eight years of her career in Fortune 500 marketing working with the largest retailers in the United States including Target, Amazon and Walmart managing $100M+ businesses. She joined Davis & Davis Financial Partners in October of 2021 to join Kenneth and Diane in serving clients with asset management, financial planning, insurance, retirement planning and estate planning.
Elizabeth received the Morehead-Cain Scholarship to UNC Chapel Hill where she graduated in 2014. She relocated from Winston-Salem to the Lake Norman area in 2020 with her husband, Sam, who is a physician at Statesville Primary Care. She and Sam are active members of the community and can frequently be spotted around town walking or biking with their dogs.
Glenda D. Harre is Operations Manager of Davis & Davis Financial Partners. Glenda joined the practice in 2017. With over fifteen years of experience in the financial planning industry, she has developed extensive knowledge of information and resources that contribute to the exemplary client services we provide. Her experience assisting financial advisors and managing the day to day operations has provided her with exceptional people and management skills.
Glenda is a State of North Carolina Notary and continually attends continued educational workshops that expands and updates her knowledge of compliance, technology, and maintaining the level of service that it takes to be the exception. Building relationships along with trust.
Kenneth R. Davis, Diane Davis, and Elizabeth Hughes offer Securities through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Davis & Davis Financial Partners is independent from CFGS.
Please be advised that presently Kenneth Davis holds series 7, 63, and 65 licenses in FL, GA, NC, SC, AZ, and KY. Diane Davis holds her 7,63,65,66 and is licensed in the following states: NC, SC, AR, CA, MD, GA, IL, FL, KY, and AZ. Elizabeth Hughes holds her 7 and 66 and is licensed in teh following states: NC, SC, KY, and GA. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through CFGS will fluctuate in value and are subject to investment risks including possible loss of principal.