William Davis is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones from 2019 to 2022. He is also an associate at Davis Financial Partners, where he serves as a financial planner. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Susan Davis is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2020, following nine years at Edward Jones. In addition to her advisory role, she owns Davis Financial Partners and serves as a trustee managing trusts related to her family. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes analytical and risk-profiling tools to deliver tailored, non-discretionary planning and supports municipal and public-finance work through its affiliation with a municipal advisor.