Advisor Profile

Gregory Davis

Senior Director, Wealth Management

Greg develops, implements and monitors investment strategies with emphasis on cost-effective investment options and tax-efficient solutions.

Greg provides wealth management services to high-net-worth individuals including medical professionals, business owners and senior executives. His expertise includes retirement planning, Social Security maximization strategies, college savings, estate planning, charitable gifting, insurance and income tax planning.

Greg also serves as the regional plan specialist for Choreo’s retirement plan advisory service practice in the state of Wisconsin, focusing on enhancing the advisory experience while helping investment committee members with their fiduciary responsibilities.


  • CFP®
  • Accredited Investment Fiduciary
  • Registered Investment Advisor Representative


  • Bachelor of Arts, economics, University of Wisconsin