Neal Davis, Senior Investment Advisor
Neal has been assisting clients in managing their money for over two decades. He believes in “applying common sense and plain English to the world of investing”. Neal specializes in retirement and income planning, but also helps members with college planning, life insurance, and tax reduction strategies. He knows that since every family’s financial situation is different, every investment plan should be tailored to fit their unique needs, especially in today’s ever-changing economy.
In order to be able to offer a wide range of investment products, Neal holds series 7, 63 & 65 securities licenses, as well as Virginia life, health, and variable contracts licenses. He also has state securities registrations in CO, FL, GA, HI, KY, MD, MI, NH, NY, NC, OH, OR, PA, VA, WA
Neal earned a B.A. from Hampden Sydney College and a M.S. in Accounting & Taxation from Old Dominion University.
David Robinson, Investment Representative
David’s goal is “to help members plan today so they can live comfortably tomorrow”, and he’s been doing just that for over 20 years. By taking a look at the big picture and educating members on different investment strategies, he’s able to assist in planning for retirement or college, evaluating their life insurance needs, and diversifying their investments.
In order to help members reach their financial goals, David holds series 6 & 63 securities licenses, as well as Virginia life, health, and variable contracts licenses. He also has state securities registrations in CA,CO, DE, FL, IL, IN, LA, NY, NC, OK, RI, VA
David earned a B.S. in Business Administration from Seton Hall University.