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Rob Davis
A distinguished military graduate and finance major from the University of North Georgia, Rob demonstrates the values of service, integrity, and dedication daily.
After his military service as an Army aviator and prior to joining The Forge Companies, Rob served in the Federal Aviation Administration as a Project Manager, implementing various Runway Safety initiatives, including the Airport Surface Detection Equipment Model X (ASDE-X) seen atop many major airport control towers across the country. Interaction and coordination with the various governmental agencies required to complete such projects developed valuable personal and professional qualities for Rob, including patience and a never give up attitude. Today, Rob continues to leverage these skills and the mission-focused mentality required to complete the Army Airborne and Ranger qualification courses into the foundation of his financial adviser approach.
Rob 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. He is also a Registered Settlement Planner (RSP), a professional designation program offered through the Registry of Settlement Planners and Texas Tech University, and he holds the series 65 license. Rob is an avid consumer of financial news and enjoys discussing the financial world making complex topics understandable at a conversational level.
Rob lives in Hartwell, Georgia, with his wife, Nicole and son, Alex. In his spare time, Rob enjoys golfing, travel, the Georgia Bulldogs, and spending time with his family.
This communication should not be regarded as an offer or solicitation to buy or sell any securities or investment products, an official confirmation of any transaction, an official statement, or as any other official statement of Forge Consulting, LLC or its affiliates, which include but are not limited to Advocacy Trust LLC, Advocacy Inc., Advocacy Wealth Management, Forge Capital, LLC, Forge Capital Services, LLC, and Full Circle Coverage (altogether referred to as “Forge”). Forge does not provide tax, accounting, or legal advice to its clients, and all clients are advised to consult with professionals who can provide tax, accounting, and legal advice regarding any potential investment.
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.
FORGE and
are registered trademarks of Forge Consulting LLC.
is a registered trademark of Advocacy Wealth Management, LLC.
, FORGE CAPITAL, FORGE FOR BUSINESS, FULL CIRCLE, and ABACUS ADVISORS are trademarks of Forge Consulting LLC.
All investments involve risks that you will lose value including the amount of your initial investment. Investments that offer the potential for higher rates of return generally involve greater risk of loss. Note: reinvestment transactions that involve selling existing investments may involve transaction costs associated with the sale of those assets as well as transaction costs associated with the purchase of new investments.
International investing: There are special risks associated with international investing, such as political changes and currency fluctuations. These risks are heightened in emerging markets.
Small/Mid-Capitalization investing: Investments in companies with small or mid-market capitalization ("small/mid-caps") may be subject to special risks given their characteristic narrow markets, limited financial resources, and less liquid stocks, all of which may cause price volatility.
High-Yield investing: Investments in high yielding debt securities are generally subject to greater market fluctuations and risk of loss of income and principal, than are investments in lower yielding debt securities.
Inflation Protected Bond investing: Interest rate increases can cause the price of a debt security to decrease. Increases in real interest rates can cause the price of inflation‐protected debt securities to decrease. Interest payments on inflation‐protected debt securities can be unpredictable.
Interest Rate Risk: This risk refers to the risk that bond prices decline as interest rates rise. Interest rates and bond prices tend to move in opposite directions. Long‐term bonds tend to be more sensitive to interest rate changes and therefore may be more volatile.
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