MEET THE TEAM
Kelly L. Davis, Principal
AEP, CLU, CRPC
(Accredited Estate Planner))
Member, East Coast
Estate Planning Council
Palm Beach County
Over 20 years’ experience in the insurance and financial industry, Kelly works with individuals, families, business owners, and retirees in Palm Beach County. A Registered Representative, she was a retirement planner for a large school system and a former stock broker and financial advisor for two major brokerage firms.
B.S. Business Admin and Master's Degree, University of Tennessee.
Chartered Life Underwriter - The American College. Chartered Retirement Planning Counselor - The College for Financial Planning. Kelly has completed the educational requirements of the Certified Financial Planner designation at Texas A&M University.
Licenses: Finra Registered, Series 6, 63, 65, and Series 7. Licensed in FL, Life and Variable Insurance, Property and Casualty Insurance, and Real Estate Licensed.
Licensed Sales Producer
Property and Casualty
Craig specializes in personal lines as well as commercial lines of insurance: Auto, home, Commercial auto, condo, boat, renters, motorcycle, and Personal Umbrella. He is licensed in Property and Casualty Insurance in Florida and has been a licensed sales producer for several years. Craig is a graduate of Evergreen University in Olympia, WA.