portrait of Brad Davis
FINANCIAL ADVISOR

Brad Davis

CFP®, AAMS™
480 Neal Street Ste 103, Cookeville, TN 38501opens in a new window
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Outdoor Enthusiast
  • Photography
  • Baseball
  • Traveling
  • Gardening

Team Members

  • Brenda Alsobrooks
    Sr. Branch Office Administrator
  • Lois Grizzell
    Sr. Branch Office Administrator
  • Ciera Pedigo
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu Closed for Holiday
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(931) 526-2565

Fax

(877) 452-4302

Office Address

480 Neal Street Ste 103
Cookeville, TN 38501opens in a new window

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