Michael B. Davis, RFA®
Michael Davis is a Financial Advisor at Fortress Financial Partners, an independent financial advisory firm in the Raleigh, North Carolina area. After a fulfilling career as a CEO, Chief Financial Officer, and owner of successful startup companies in the medical industry, Michael decided to make a change and use his experience and expertise in finance and accounting to help people overcome their financial challenges and prepare for a secure retirement.
He is passionate about developing long-term relationships with his clients to better serve their needs. He specializes in helping those who are nearing retirement or already retired create an income stream that allows them to live comfortably now and into their golden years. Michael offers smarter index fund options, tax minimization strategies, and creative solutions to build wealth in any market climate as well as preserve wealth in volatile times. He especially enjoys helping small businesses save money on taxes and provide 401(k) plans to their valued employees.
Michael has a bachelor’s degree in business administration and management from the University of North Carolina at Chapel Hill and holds FINRA Series 7 and 66 securities registrations held through Fortress Private Ledger. He also holds his NC Life and Health insurance licenses.
Michael lives in Raleigh with his wife, Dawn, and two dogs, LoLo and Kaddi. When he’s not working, you can find him playing golf and finding other ways to stay active. In addition, Michael loves to give back to his community by coaching travel teams for the Wake County Basketball Association and serving on the First Impressions Host Team at Journey Church.
To learn more about Michael and how he may be able to help, contact him today at email@example.com or 984-369-9707.