Investment Manager

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A Jacksonville native, John graduated from Bishop Kenny High School before going on to the University of Florida where he majored in Finance and minored in Economics. John spent six years in New York City where he worked as a specialist on the American Stock Exchange.

In 2005 John returned to Jacksonville and worked briefly with Merrill Lynch before taking a job with B&C Financial Advisors. He worked there for over ten years where he served as an Investment Manager and eventually was the Chief Investment Officer. While working at B&C John earned his CERTIFIED FINANCIAL PLANNER (CFP®) designation in 2008.

John’s roles at Davis Capital Management include meeting with clients to help them plan for their financial future, helping oversee the investment model and implementing the model in clients’ accounts.

John feels that having your savings properly managed is the key to financial security and also the linchpin of any financial plan.

John lives in Jacksonville with his wife and two children.

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