Dara Davis, Managing Director, Financial Advisor

07/17/2026

Looking to level up?

Atlanta-area financial advisors: I’m looking to connect with talented, growth-minded professionals who want to be part of a strong, collaborative team.

If you’re passionate about helping clients make confident financial decisions, building lasting relationships, and growing your practice with the support of a team that values integrity, service, and excellence, I’d love to talk.

We’re recruiting financial advisors in the Atlanta area who are motivated, client-focused, and ready to take the next step in their careers.

If that sounds like you—or someone you know—send me a message. I’d be happy to share more about the opportunity.

07/16/2026

Where is your next destination?

Atlanta-area financial advisors: I’m looking to connect with talented, growth-minded professionals who want to be part of a strong, collaborative team.

If you’re passionate about helping clients make confident financial decisions, building lasting relationships, and growing your practice with the support of a team that values integrity, service, and excellence, I’d love to talk.

We’re recruiting financial advisors in the Atlanta area who are motivated, client-focused, and ready to take the next step in their careers.

If that sounds like you—or someone you know—send me a message. I’d be happy to share more about the opportunity.

07/14/2026

Feeling incredibly grateful after an unforgettable trip to beautiful Napa, California, to celebrate the Presidential Citation Awards with my amazing colleagues. It was truly an honor to recognize the work we are doing to recruit, develop, and support professionals who serve clients across the country with excellence and care. I was also grateful for the opportunity to participate in a panel discussion around recruiting and sourcing, sharing insights and learning from others who are equally passionate about connecting great talent with meaningful opportunities.

What made this experience even more special was being able to share it with my loving husband as we celebrated our 21st wedding anniversary. To be surrounded by inspiring people, meaningful conversations, beautiful scenery, and so much appreciation made the moment one I will always cherish.

I left Napa feeling refreshed, encouraged, and even more inspired to continue helping aspiring professionals grow, succeed, and make an impact. I am thankful for the opportunity, proud of the work we are doing, and deeply appreciative of the colleagues, clients, and loved ones who make this journey so meaningful.

Here’s to celebrating milestones, honoring hard work, and continuing to build something that matters.

07/14/2026

What if the sky was the limit?

Atlanta-area financial advisors: I’m looking to connect with talented, growth-minded professionals who want to be part of a strong, collaborative team.

If you’re passionate about helping clients make confident financial decisions, building lasting relationships, and growing your practice with the support of a team that values integrity, service, and excellence, I’d love to talk.

We’re recruiting financial advisors in the Atlanta area who are motivated, client-focused, and ready to take the next step in their careers.

If that sounds like you—or someone you know—send me a message. I’d be happy to share more about the opportunity.

06/08/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

As a Director of Investments and Operational Strategy Coach for Business Owners, I am committed to progressing the investment business, my fellow advisors, and my clients. By working with me, your potential for greater financial confidence will be uncovered.

05/11/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

As a Director of Investments and Operational Strategy Coach for Business Owners, I am committed to progressing the investment business, my fellow advisors, and my clients. By working with me, your potential for greater financial confidence will be uncovered.

04/09/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

As a Director of Investments and Operational Strategy Coach for Business Owners, I am committed to progressing the investment business, my fellow advisors, and my clients. By working with me, your potential for greater financial confidence will be uncovered.

03/30/2026

Gig work gives you more freedom, plus you’re your own boss, but it can also make you feel less financially secure. Here’s how to enjoy the benefits while also protecting your financial stability.

Tips to help you enjoy the freedoms that gig work provides while also helping protect your financial stability

03/23/2026

The loss of a spouse or family member can be overwhelming. The last thing you want to worry about is managing your finances. I can work with you to help you manage the anxiety that comes with the financial aspects of losing a loved one.

A financial professional can help you manage the anxiety that comes with the financial aspects of losing a loved one.

03/16/2026

Planning ahead can help members of the sandwich generation enjoy time with aging parents while protecting retirement goals.