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Serena D
Series 66
Sonora, CA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Serena Davis is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and over 25 years of industry experience. She has worked at multiple firms, including Pacific Financial Group and Signator Investors, and currently serves as managing partner of Pacific Financial Group, a marketing DBA. In addition to her advisory work, she is an agent for non-variable insurance. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through advisory and brokerage services. The firm operates with a limited-partnership ownership structure and supports advisors with a mix of custodians, third-party managers, and platform programs, managing over $12 billion primarily in non-discretionary accounts.
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