Sam Davis

Sam Davis

Co-Founder and Director of Business Development



Sam’s number one goal, professionally, is to deliver world-class service. He does this by focusing first on client satisfaction, process-development, and lastly new business growth. Sam has been a veteran of the financial services industry for more than 11 years and holds a Masters in Business Administration from Western Carolina University. Sam is a Certified Financial Planner® and holds a Certificate for financial planning from Belmont University.

Since leaving Bank of America in 2008 where he worked in the Premier Bank, Sam has enjoyed striking business growth by solely focusing on the clients’ individual needs and creating a plan to meet their specific goals. By utilizing client events, face-to-face interactions, and a high touch business model, Sam delivers world-class business growth while achieving high client satisfaction. Sam has always believed and maintained that the best way to grow his practice was through client referrals, and the only way to receive those is to deliver in every aspect of the clients’ financial life.

On a personal note, Sam lives in Brentwood Tennessee with his wife and three daughters. He was a two-time National Champion and Olympic alternate in the sport of Whitewater Slalom. Family passions include canoeing, kayaking, cycling and playing family games. Sam is an active member with Hillsboro Presbyterian Church and heads up the church’s endowment. Sam is also on the board of The Nantahala Racing Club, serves as Treasurer for Owls Hill and Treasurer for Greenways for Nashville.