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About Us
Senior Client Relationship Manager
Alice F. Davis
QKA®, CPFA®
About
Alice F. Davis serves as a Senior Client Relationship Manager at OneDigital, where she supports advisors in developing and managing retirement plan solutions for institutional clients. For more than 25 years, she has collaborated with public and private sector employers, helping coordinate plan design, investment due diligence, fee benchmarking, administration, and participant engagement meetings. In her role, Alice contributes to the delivery of consistent, well-governed retirement programs by aligning plan strategy with client needs and maintaining strong, long-term relationships.
Alice is driven by the belief that everyone deserves to feel confident about their financial situation. This perspective has shaped her career and continues to guide her approach to client service. Throughout her experience, she has worked closely with employers to help them navigate the complexities of retirement plans while focusing on clarity, communication, and practical support. Her work is grounded in helping reduce the financial stress many individuals experience by supporting thoughtful plan oversight and participant-focused outcomes.
Alice earned a Bachelor of Business Administration in Marketing from the Terry College of Business at The University of Georgia. She also holds the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors (NAPA) and the Qualified 401(k) Administrator (QKA®) credential from the American Society of Pension Professionals & Actuaries (ASPPA), which reflects knowledge of fiduciary responsibilities and retirement plan governance.