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Alexander W. Davis
Financial Consultant


4801 Olympia Park Plaza
Suite 1000
Louisville, KY 40241

502/420-1427

My Mission

As a Financial Consultant, it is my mission to do whatever it takes to instill a sense of security among my client’s financial lives.  This process starts by establishing a detailed understanding of their personal and professional priorities, goals, and concerns.  When aspects of their current situation are misaligned with their goals, we make adjustments accordingly.

My client service model continues developing this sense of security for my clients through:

  • Keeping up with their personal lives and
    adjusting their plan accordingly.
  • Providing continuous and collaborative
    education surrounding my investment process.
  • Keeping clients abreast of ongoing events
    within financial markets.
  • Unrivaled responsiveness and accessibility.
  • Semi-annual client review meetings.

This process has proven to enable my clients to become more engaged with their financial lives knowing they have a plan.  Please contact me if I can do the same for you.

Alexander W. Davis
Education: 

• University of Kentucky, Magna Cum Laude
• Bachelor of Business Administration - Finance 

Career:

Alex began his career in the Managed Accounts Department at Hilliard Lyons learning Hilliard's fee-based accounts and emphasizing the importance of a client/advisor relationship where many conflicts of interest are removed through a fee-based structure.

Before rejoining Hilliard Lyons, Alex worked on the tradedesk at a Global Macro Hedge Fund, trading futures and learning the intricacies of macroeconomics.  This position was vital in shaping his investment philosophy.

Life Outside of Work:

• Golf 
• Running
• Reading
• Watching Sports
• Spending time with family and friends
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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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This communication is strictly intended for individuals residing in the state(s) of AK, AL, CA, CO, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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