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William D
Series 65, Series 63
Williamsville, NY
O'Bannon & Davis Inc.
William Davis is a financial advisor at O'Bannon & Davis Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses. He has been associated with O'Bannon & Davis Inc. since 1992. O'Bannon & Davis provides advisory services to individuals, businesses, not-for-profit organizations, and pension plans, offering portfolio management, financial planning, pension consulting, and insurance advice. The firm uses both fundamental and technical analysis and manages accounts on a discretionary basis tailored to clients’ investment objectives and risk profiles.
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