Davis Bick
Investment Associate
Officially joining the team in 2021, Davis jokingly says, “Clarence has been training my whole life for this career” as he expands his knowledge and technical skills in financial services. From service behind the scenes to communicating with clients directly, Davis has been expanding his knowledge through customer experience and working on his official designations online. Davis is currently working on his CERTIFIED FINANCIAL PLANNER® designation with the intent of running his own book of business in the coming years.