Adrienne Davis has a diverse work experience in the financial and accounting industry. Adrienne currently works as a Financial Planner at Zenith Wealth Partners since November 2022. Prior to this, from September 2021 to October 2022, they worked as a Financial Advisor at Northwestern Mutual. Adrienne also worked as a Financial Advisor at Northwestern Mutual from August 2020 to August 2021.
Before their roles in financial advising, they gained experience in accounting and auditing. From August 2017 to August 2020, they worked as a Senior Associate at Moore Colson CPAs and Advisors. Prior to that, they worked at Deloitte as a Senior Consultant from July 2016 to July 2017, and as a Consultant from July 2014 to July 2016. Adrienne began their career as an Intern at Deloitte in June 2013 and June 2012. Adrienne also had an Internship experience at PwC in June 2011.
Overall, Adrienne Davis has a comprehensive background in financial planning, advising, and accounting gained through their various roles in different companies.
Adrienne Davis, CPA, CFP®, obtained a Bachelor of Business Administration (BBA) degree in Accounting from Howard University. Adrienne then pursued a Master of Business Administration (MBA) degree from the same institution. Additionally, they have obtained certifications as a Certified Financial Planner™ from the CFP Board and as a Certified Public Accountant from the State of Maryland and the State of Georgia.
November, 2022 - present
Senior Financial Planner at Sanlam
Financial Planner at attooh! Group of Companies
Financial Planner at Investors Trust
Financial Planner - Building Personal Advice Propositions For The Digital Age at Old Mill
Financial Planner at Evelyn Partners
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