Davis Capital Management LLC

Davis Capital Management LLC, located in Shelby Township, MI, specializes in personalized financial planning and wealth management for individuals and small business owners. Founded by Larry L. Davis Jr., who has been active in the financial planning field since 2004, the firm employs the proprietary PET FORMula to help clients achieve financial independence and a work-optional lifestyle.

The team includes experienced professionals such as Mary Tocco, a CERTIFIED FINANCIAL PLANNER with over 40 years in the industry, and Jessica DiDonato, who brings a decade of client service experience. Together, they focus on delivering tailored financial strategies that adapt to life changes and promote long-term security for their clients.

Generated from the website