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Bailey Davis, CDFA ®️

Bailey Davis, CDFA ®️

Relationship Banker/Financial Services Assistant

Followers of Bailey Davis, CDFA ®️355 followers
location of Bailey Davis, CDFA ®️West Des Moines, Iowa, United States

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  • Timeline

  • About me

    Financial advisor & banking professional

  • Education

    • University of Iowa

      2012 - 2015
      Bachelor of Business Administration (B.B.A.) Business Administration and Management, General

    • Des Moines Area Community College

      2009 - 2011
      Associate's degree Business Administration and Management, General

  • Experience

    • Bankers Trust

      Mar 2013 - Jan 2019
      Relationship Banker/Financial Services Assistant

    • BTC Financial Services, a division of Bankers Trust & Securities America

      Jan 2019 - May 2022
      Investment Officer

    • TRIANGLE FINANCIAL SERVICES, INC.

      Aug 2022 - now
      Lead Financial Advisor

      Enthusiastic and ready to help you prepare for your desired financial future!

  • Licenses & Certifications

    • Certified Divorce Financial Analyst (CDFA)

      Institute for Divorce Financial Analysts™
      Sept 2023