Greg Davis, CPA, CFP®

Chief Executive Officer, Wealth Advisor

“My goal is to help clients grow and protect a lifetime of assets in order to reach their financial goals, because your success is our success.”

As a founding member of the RBG Wealth Advisors team, Greg Davis serves as Chief Executive Officer and wealth advisor. He has experience working in both the accounting and wealth management fields. Most recently, he served as a senior advisor and principal for a wealth management company.

Greg offers clients a wide range of services including wealth management, financial planning, tax planning, planning for charitable giving, and investment management. As CEO, he is responsible for guiding and leading the firm.

Greg’s enthusiasm and unwavering client commitment make him a strong team leader. His clients and teammates are inspired by his determination, efficiency, reliability, and work ethic.

An active member of the professional community, Greg is currently affiliated with the American Institute of Certified Public Accountants (AICPA), the Tennessee Society of CPAs (TSCPA), and the Financial Planning Association (FPA). He is currently a board member for the TSCPA State Board. He previously served in multiple roles, including President of the Memphis Chapter of the TSCPA. He is a past member of the FPA of Greater Memphis board and has served as a mentor in several mentorship programs, including Nexus Leaders.

Born and raised in Memphis, Greg currently lives in East Memphis with his wife, Carrie, their daughter, Ellie Kate, and their two dogs, Houser and Levon. He loves the city for its abundance of great food and live music, attending dozens of concerts each year. Greg’s other pastimes include tennis, golf, and spending time at the lake. He enjoys traveling to visit places he has never been before.

Licensing and Credentials:

Certified Public Accountant (CPA) – Tennessee
CERTIFIED FINANCIAL PLANNER™ (CFP®)

Education:

Christian Brothers University, Bachelor of Science in Business Administration