Led by Tom Davis, The Davis Insurance Agency is focused on providing useful, actionable choices. We want to help you make wise decisions regarding your retirement income and the resources that produce it. Experience has taught us that you can no longer afford to just “ride it out”. Let us help you take steps to avoid the possibility of going backward and improve your chance of a successful retirement. Please contact us today for a financial review.
Thomas “Tom” M. Davis, IV, CLTC
Early Life –
Tom Davis has been a resident of the Birmingham, AL area for most of his life. He grew up in the “Over the Mountain” area. He attended the University of Alabama at Birmingham earning a B.S degree from the School of Business, Department of Finance, Investments and institutions track.
Early Career –
Mr. Davis spent his early career with a number of major financial institutions helping clients improve their financial positions using a process which evaluated goals, assessed opportunities and mitigated risk. Along the way he earned the Certified in Long Term Care (CLTC) designation.
In 2013 Mr. Davis opened The Davis Insurance Agency and in 2014 affiliated with a Horter Investment Mangement. The firm focuses on income strategies for individuals and families with a special emphasis on retirement income. Mr. Davis is a resident of Hoover, AL, is a member of Bluff Park United Methodist Church, is a Gideon and a Board member of Traveler’s Aid Greater Birmingham.
Investment advice is offered by Horter Investment Management, LLC, a Registered Investment Adviser. Insurance and annuity products are sold separately through The Davis Insurance Agency.