Patrick T. Davis, CSA ®

A financial protection advisor for 24 years, Patrick takes pride in helping retirees preserve their nest eggs. Patrick’s practice includes senior health planning, senior home care planning, and legacy maximization.  He regularly addresses audiences of retirees on new and upcoming developments in these fields. 

He focuses on maintaining the highest level of customer service and attention to detail, and on seeking to deliver the most effective technology, reporting tools, and analysis to every person he serves.

He 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 aging adults. By using their knowledge and expertise, they can identify the best solutions for seniors’ needs. Those who have the CSA® designation demonstrate comprehensive experience in a wide range of issues that plague seniors such as their health, social issues, financial concerns, and legal considerations.  Learn more at

Patrick T. Davis, CSA ®

Insurance & IRA Security

National Producer Number: 7137980

Office Phone: (470) 713-1776

Mobile Phone: (404) 729-3438

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