Patrick T. Davis

CSA®, Certified Senior Advisor, Financial Planner, Wealth Advisor

Patrick and his network of associates focus 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.

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 T. Davis, CSA®

Certified Senior Advisor (CSA®)

24 Years of Service

Conyers, GA 30012

NPN: 7137980   GA LIC: 620653

Call: (404) 729-3438

Serving the Citizens of Georgia

Would you like a call back?

Please fill in the form below and either Patrick or his assistant will reach out to you promptly. Thank you.