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Will Davis

Will Davis is a Wealth Management Advisor at Private Advisor Group. In this role, he assesses client goals and builds financial plans and portfolios to help clients achieve their goals. He brings over 20 years’ experience in financial services to the team.

Prior to joining Private Advisor Group, Will Davis has held Chief Investment Officer, Portfolio & Wealth Manager positions in the Greater St. Louis area at Deschaine & Company.

Will Davis holds a Bachelor of Science from Southeast Missouri University with an emphasis in Business Management.He holds FINRA series 65 securities registrations with Private Advisor Group and a CFP®.

Will Davis has a love for animals and is a Finance Committee member at the Belleville Area Humane Society.

Will Davis lives in the greater St. Louis area with his wife Kate and daughters Charlotte & Amelia. Outside work Will enjoys hiking, grilling and traveling. Will Davis is solely an investment advisor representative of Private Advisor Group, and not affiliated with LPL Financial.

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TOGETHER WE THRIVE

Our Team Has Expanded

Meet David Bogdanov, our newest Business Development Consultant. Experienced in guiding advisors to the right community, David also freelances as a graphic designer and marketing consultant. An adventure lover, he enjoys his kids’ sports events and activities like dirt biking, kitesurfing, and snowboarding.
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Securities offered through LPL Financial, member FINRA / SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial.

Barron’s “Top 100 RIA Firms” ranking is based on factors such as assets managed, technology spend, staff diversity, and succession planning. Investor experience and returns are not considered in this evaluation. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s for inclusion in the ranking. Barron’s ranking was given on September 16, 2024 based on data from July 1, 2023 to June 30, 2024. This ranking is not indicative of future performance.

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