Kent W Davis

CIMA, First Vice President, Financial Advisor

Contact Me
Kent W Davis


Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services


Like many of my clients, I have an entrepreneurial spirit. I know that when investing, people do business with their Financial Advisor first, and the firm second. With over 30 years of experience, I have found that three elements are responsible for the successful relationship I share with my clients; quality, service and integrity.

Access to Private Banking >

Services Include

  • Lending Products
  • Planning for Education Funding
  • Asset Management
  • Financial Planning
  • Fixed Income

Securities Agent: AZ, CA, CO, CT, DE, FL, GA, HI, ID, MA, MD, ME, MI, NC, NJ, NY, OR, PA, RI, VA, WA, WI; General Securities Representative; Investment Advisor Representative

NMLS#: 1279363

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.



  • 1350 Broadcasting Rd Ste 100
  • Wyomissing, PA 19610



    • B.A., 1984
    • Washington & Jefferson College
    • Graduate, 1979
    • The Hill School
    • Kent Davis holds the Certified Investment Management AnalystSM(sm) designation, administered by Investment
    • Management Consultants Association(sm) and taught in conjuction with The Wharton School, University of
    • Pennsylvania.
    • Series 7 - General Securities Representative, 1985
    • Series 63 - Uniform State Exam, 1985
    • Series 65 - Investment Advisory Agent, 1992

    My Family

    My Family

    Barbara; William, a student at Gettysburg College; Clark, a student at Trinity College and Porter, our Portuguese Water Dog.



    • The Hill School Executive Committee
    • IMCA - Investment Management Consultants Association
    • The American Association of Snowboard Instructors
    • Berks Arts Council
    • Charles Evans Cemetery Board Member
    • Atonement Lutheran Church Investment Committee



    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds


    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Kent W Davis today.

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