The Davis Financial Group Celebrates 20th Anniversary with New Team Members, Increased Capacity
Hadley, MA
The Davis Financial Group is pleased to announce the addition of Claire Kelly and Thomas Porter as the newest members of its dynamic financial planning team as it celebrates its 20th year in business. Their addition will be pivotal in enhancing the firm's client services and operations and expanding its commitment to providing personalized financial planning solutions to even more clients in Western MA and beyond.
Thomas Porter joins The Davis Financial Group as its Chief Financial Officer with more than 25 years of leadership experience in financial strategy, strategic planning, and community building across various sectors, including senior executive and advisory roles for the CFA Institute, Chartered Alternative Investment Analyst (CAIA) Association, and CFP Board of Standards. A graduate of Hamilton College, Porter brings a passion for helping organizations achieve their financial goals and a proven track record of success in managing and growing businesses and facilitating organizational change.
The Davis Financial Group also welcomes Claire Kelly, who has a wealth of experience in helping her clients achieve their strategic goals and fostering sustainable growth. Her educational background includes earning an undergraduate degree in Psychology and Judaic Studies from Gettysburg College and then a master's degree in Spanish Linguistics from Middlebury College. She has international experience in the film, television, and education sectors. Claire brings her analytical mind, interpersonal relationship skills and dedication to helping people plan their financial futures with precision and care to her paraplanning role as a Financial Services Representative.
The Davis Financial Group is dedicated to delivering values-based financial planning services that are tailored to each client's unique situation, needs and life stages. With the addition of these team members, we look forward to being able to serve even more clients while continuing to offer the same commitment to personalized service and a high degree of customization that our clients have come to trust, appreciate and expect.
For more information about The Davis Financial Group and our services, please visit davisfinancialgroup.com or contact info@davisfinancialgroup.com.
About Davis Financial Group
The Davis Financial Group is a family-owned financial planning firm based in Hadley, MA, specializing in holistic, relationship-based financial solutions delivered through a unique, ongoing partnership model. For more than 20 years, the firm has been helping individuals, families, and businesses navigate financial challenges with evidence-based strategies and a client-centered approach, helping them to understand, protect, value and share their assets in a values-aligned manner.
Contact Information:
The Davis Financial Group
10 Bay Road, Hadley, MA
(413) 584-3098
info@davisfinancialgroup.com
davisfinancialgroup.com
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, member SIPC. Supervisory Office: 330 Whitney Avenue, Suite 600, Holyoke, MA 01040, Tel: 413-539-2000. The Davis Financial Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
CRN202711-7542829