Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Scott Davis (CRD# 2421403)
With over 30 years of experience as a business owner and Private Wealth Advisor, Scott Davis is the senior member of our team. Scott serves as a Corporate Client Group Director, with a concentration in corporate transactions, banking issues and executive financial services. His primary focus is on helping C-suite corporate executives manage the complex regulatory issues inherent in restricted and concentrated stock positions. Scott has extensive experience in dealing with Rule 144 issues associated with selling, hedging and implementing 10b5-1 plans; stock option plans;...
Paul Ray (CRD# 4541678) is an Investment Advisor Representative working at Phillips Ray Capital Management, Inc. in Fort Worth, TX and has over 13 years of experience in the finance industry.
Prior to forming Phillips Ray Paul was a Junior Partner at Buena Venture Associates, LLP (BVA), a venture capital firm comprised of three individuals: Sid Bass, Paul Ray III and John Pergande. BVA’s focus is primarily on the financial services industry, particularly Insurance. Paul played a very active role with these portfolio companies, through an interim operating role and Board representation. Paul...