Rob Davis, CSSC, RSP
Regional Director of Client Services
Rob’s experience as both a U.S. Army Apache helicopter pilot and an Army Ranger have given him the skills necessary to make critical decisions when it really matters. A distinguished military graduate and finance major at North Georgia Military College, Rob demonstrates the values of service, integrity, and dedication on a daily basis.
After his military service and prior to joining Forge/Advocacy, Rob worked in finance and budgeting for the Federal Aviation Administration. His knowledge of finance and taxation brings another highly capable team member to Advocacy Wealth Management.
Mr. Davis is a Certified Structured Settlement Consultant (CSSC), a designation developed by the National Structured Settlement Trade Association in conjunction with the University of Notre Dame, a Registered Settlement Planner (RSP), a professional designation program offered through the Registry of Settlement Planners and Texas Tech University, and holds the series 65 license.
Rob is married to Nicole Davis and they have one son, Alex. The Davis family makes their home in Kennesaw, Georgia.
Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.
Securities and Insurance Products are NOT insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, and MAY lose value.
The sword and shield are registered trademarks of Forge Consulting LLC.