Sam M Davis
Sam M Davis
CFS®
Financial Advisor
(678) 322-2241 or
(800) 356-2644 Ext. 4889

3130 Cobb Pkwy NW
Kennesaw, GA 30152
call for specific hours of operation
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My Background

Helping you reach your financial goals is my number one objective. Working together, I’ll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we’ll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I’ll be here for you at every stage of your life.

As a trusted partner of Credit Union of Georgia, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child’s or grandchild’s education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent.

It’s easy to get started. Please contact me for a no-cost, no-obligation consultation.

Education . . .

  • B.A., International Economics, UCLA, 1988

Career Highlights . . .

  • FINRA Registered
  • Licensed Life Insurance agent, 1989 – present
  • Life Insurance pre-licensing course instructor, 1990 – 1997
  • Managed a life insurance general agency, 1989 – 1998
  • Certified Funds Specialist

Personal . . .

  • Married with two sons

Professional Services
  • General Investment Management
  • Insurance Planning
  • Education Funding
  • Retirement Income Planning
  • Investment Management for Seniors
  • Retirement Planning
  • Long Term Care Insurance
  • Comprehensive Financial Guidance
  • Retirement Account Planning
  • Wealth Management