Drew Davis, CFP®, CIMA® is an experienced Investment Officer and Portfolio Manager with a strong background in the financial services industry. Drew has held positions at Morgan Stanley as a Financial Consultant and at Stephens Inc. as a Portfolio Analyst. From 2015 to 2023, Drew served at Argent Financial Group, Inc. as an Investment Officer, Portfolio Manager, and Wealth Manager. Currently, Drew works as a Portfolio Manager at Regions Bank, helping clients discover and meet their financial goals. Drew holds both undergraduate and master's degrees from The University of Alabama in Marketing, Financial Planning, and Sports Management.
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