Anna Katherine DavisCFP®
Senior Vice President•Relationship Manager
Anna Katherine DavisCFP®
Senior Vice President•Relationship Manager
Anna Katherine Davis is a relationship manager for CIBC Private Wealth in Atlanta with over 10 years of industry experience. In this role, she serves as a trusted advisor, delivering personalized investment and wealth management solutions to high-net-worth individuals, families and foundations that integrate their financial, estate, tax and philanthropic objectives.
Prior to joining the firm, Anna Katherine was a senior wealth advisor at Focus Partners Wealth, where she worked closely with clients and their families to provide comprehensive financial planning, investment management and tax and estate planning guidance. Previously, she was a relationship manager at Fidelity Investments.
Anna Katherine earned a Bachelor of Business Administration in finance from the University of Alabama.
Disclosures
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® , in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
