MEET THE TEAM
Kelly L. Davis, Principal
AEP, CLU, CRPC
(Accredited Estate Planner))
Member, East Coast
Estate Planning Council
Palm Beach County
Over 25 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.
Personal Financial Representative
Banyan Financial Group partners with Paul Saulter for life and annuities. Paul lives in Palm Beach County and is the father to a beautiful son and daughter.
He is a graduate of Rutgers University. He has twenty five years experience in life and financial planning. He is Securites licensed, and is Florida licensed in life and variable annuities.