Overview
Davi has more than 15 years of financial advisory and wealth management experience. He works closely with high-net-worth individuals and families guiding them along their financial journeys.
Experience
He has deep experience in contextual financial planning, investment management, and seamless integration with Aprio’s internal tax partners. Davi is passionate about working together with his clients to explore the impact that certain decisions can have on their financial goals.
Education & Affiliations
Davi earned his Bachelor’s in Political Science, History from Emory University. He is a Certified Financial Planner (CFP) and a Certified Exit Planning Advisor (CEPA).
Insights
