Patrick T. Davis, CSA ®

Certified Senior Advisor (CSA®).  

A seasoned wealth advisor for 24 years, Patrick takes personal pride in assisting retired educators, executives, entrepreneurs, and professionals preserve 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.

Patrick’s practice spans wealth conservation, individual and family insurance planning, asset protection and retirement financial concerns. He regularly addresses audiences of retirees on new and upcoming developments in thess areas.  By using his knowledge and expertise he can identify the best solutions for seniors’ needs.

Education: 

Educated at Tennessee State University and The American College of Financial Services, Patrick holds the Life and Health Insurance license and is a member of The Society of Certified Senior Advisors (CSA®).  The Society of Certified Senior Advisors (SCSA) educates and certifies professionals who work with seniors and retirees. Those who have the CSA® designation demonstrate comprehensive experience in a wide range of issues that are important to retired adults.  Given the complex nature of retiree concerns, many choose to find a Certified Senior Advisor (CSA) to help them navigate their options.  By creating a network of qualified professionals, SCSA strives to create a strong and safe environment for seniors and those working with them.

Learn more here: 

 https://www.csa.us/about-society-of-certified-senior-advisors/

Patrick and his wife Janet are proud parents of three adult children. They enjoy spending time traveling and volunteering in the Rockdale County Georgia community.

Insurance and Wealth Conservation

Patrick T. Davis, CSA ®

Certified Senior Advisor (CSA®). 

24 Years of Service

NPN: 7137980   GA LIC: 620653

Call: (404) 729-3438

Georgia