Patrick T. Davis, CSA®

Patrick T. Davis is a financial security expert.  For 24 years Patrick has assisted executives, entrepreneurs, professionals and retirees in growing and preserving their nest eggs through customized financial planning strategies.  He focuses both on maintaining the highest level of customer service and attention to detail possible, and on seeking to deliver the most effective technology, reporting tools and analysis to every client.

Educated at Tennessee State University (’91), and The American College of Financial Services, Patrick holds the Life and Health Insurance license and is a Certified Senior Advisor (CSA®).  A Certified Senior Advisor (CSA®) is one of the leading designations for professionals who work with clients age 50 plus.  Those who have the CSA® designation demonstrate comprehensive experience in a wide range of issues that concern mature adults such as their health, social issues, financial concerns and legal considerations.  Learn more at www.csa.us

Patrick’s experience and service expertise spans wealth conservation, estate planning, family legacy planning, asset protection and retirement concerns, with a special insight and focus on multi-generational wealth transfer strategies. He regularly addresses audiences on new and upcoming developments in this field.

Patrick and his wife Janet live in north Rockdale County Georgia and are the proud parents of three adult children Patrick (33), Madison (27), and Matthew (25).

Patrick T. Davis, CSA®

Certified Senior Advisor (CSA®)

24 Years of Service

Centennial Olympic Parkway

Conyers, GA 30013

NPN: 7137980   GA LIC: 620653

Call: (404) 729-3438

Serving the Citizens of Georgia