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Chief Investment Officer
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. After college John moved to New York City where he worked as a Specialist equities and ETFs on the floor of the American Stock Exchange. In 2005 John moved back to Jacksonville where he took a job at Merrill Lynch before moving on to B&C Financial Advisors where he was the Chief Investment Officer. In 2016 John joined his longtime friends, Troy Davis and Ron Heymann at Davis Capital Management. 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. He currently lives in Atlantic Beach with his wife, Jen and two children, Collin and Rilyn.
Executive Financial Advisor
Ron joined Davis Capital Management in January, 2013 as Executive Wealth Advisor. A longtime Amelia Island resident, Ron is an Episcopal alumni, as well as a Florida State University graduate (B.S. ’97) who earned an MBA from The Coggin College of Business at UNF (’06). Professional designations include earning the CFP® certification in 2011. Prior to joining Davis Capital Management, Ron worked for Fidelity Investments in Johnson City, Tennessee as an Account Executive. An avid outdoorsman, Ron enjoys spending time with his wife and two kids fishing, sailing, hiking, and travelling abroad.
A Jacksonville native, Gene graduated from Bishop Kenny High School before attending the University of Florida where he majored in Agriculture Economics and minored in Natural Resource Law. Prior to joining Davis Capital Management, Gene’s roles included working as a Relationship Manager with Merrill and Portfolio Manager for BDO Wealth, formerly LBA Wealth Advisors. Gene meets with clients to help them create custom financial plans that take into account a holistic view of their situation. Gene enjoys weightlifting, running and travel. He currently lives in Ortega Forest with his dog Buck.
Troy grew up in Jacksonville where he attended Episcopal High School and later earned his bachelor’s degree in Business Administration from the University of Florida’s Warrington College of Business. Troy also completed the Executive Program for Financial Advisors through the University of Georgia. Troy previously worked with Merrill Lynch as an Executive Retirement Plan Specialist and later he joined Fidelity Investments serving as an Investments Associate. It was this experience that lead Troy to open Davis Capital Management in 2008. Troy believed that in order to truly serve its clients an investment advisory company must not only strive to provide excellent customer service but serve in a fiduciary capacity as well. Troy lives in Jacksonville with his wife and two children. “It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you’ll do things differently.” – Warren Buffet
Born in Atlanta, Candice was raised in Jacksonville, FL where she attended Sandalwood High School. Following graduation, she began studying Interpreting for American Sign Language and ultimately earned her Bachelors of Arts in Psychology from the University of Florida where she graduated Cum Laude. Candice previously worked as a Recruiter for New York Life Insurance Company in Jacksonville. It was that experience that gave her a sense of commitment to clients, colleagues, and to her community. Candice has an enthusiasm and passion to serve the clients we represent. Candice lives in Jacksonville with her husband Charles, a Firefighter for the Jacksonville Fire and Rescue Department. She enjoys spending time with family, watching football, and fishing when she gets the chance.