Andrew Davis

Principal and Senior Vice President, Wealth Management

Andrew Davis

About

As principal and senior vice president, Andrew Davis is the branch manager for the OneDigital wealth management team in Tennessee, with offices in Franklin (Cool Springs) and Knoxville. He leads the Tennessee market in wealth and financial planning, supporting the next generation of young advisors, service team members and recruiting experienced advisors to join our firm.

Andrew enjoys getting to know his clients through the financial planning process, learning about family traditions, faith life and retirement ambitions. He believes that asking detailed questions in the discovery process helps build trust, and clients who trust us will stay the course during extreme market volatility.

Helping clients attain financial freedom is the primary driving force behind his motivation, and to be included on “Life’s journey” with each client is the most fulfilling part of the job.

He graduated from Grand Canyon University, Colangelo College of Business, with a Bachelor of Science in Marketing. Serving his community and helping others, Andrew is a member of the Parish Finance Council at St. Julie Billiart Catholic Church, Board Member Emeritus at Young Investors Society, and a member of the Haiti Mission at St. Philip Catholic Church.

Investment advice offered through OneDigital Investment Advisors LLC.