Patrick T. Davis, CSA®

Patrick T. Davis is a premier financial security expert. Patrick is recognized as one of the top experts in Georgia on how to create wealth in a safe and secure way that gives you control and access to your money when you need it, and for 24 years Patrick has assisted executives, entrepreneurs, professionals and retirees in growing and preserving their wealth through customized financial planning strategies.  

Patrick works dilengently alongside Estate Planning Attorneys and CPA's to protect his clients' long term goals and plans in the areas of True Wealth Accumulation/Conservation, Tax Optimization, Estate Planning, and Retirement Income Protection.

Patrick and his network associates focuses 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.  Patrick regularly addresses affluent audiences on new and upcoming developments in the ever changing field of wealth growth and conservation.

Patrick's goal with his clients is to create safe and secure financial solutions through education, mutual trust, and respect.

Educated at 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 mature market clients.  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 and his wife Janet (Professor, Georgia State University) 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