Roger C. Davis
SVP & Senior Wealth Advisor
Roger Davis is a wealth manager, speaker, and author of Wall Street’s Just Not That Into You: An Insider’s Guide to Protecting and Growing Wealth (Bibliomotion, 2015). Roger’s experience has been broad, ranging from the completion of a $50,000,000 private bond offering to managing endowment assets for a large southeastern seminary. Roger is the founder of Centric Capital Advisors, and Roger has served as an advisor to Deposit Guaranty National Bank and later its successor, First American National Bank. Prior to the formation of Centric Capital Advisors, Roger was Senior Vice President at UBS Financial Services. From 1996 to 2000, Roger was a partner at J.C. Bradford & Co. where he served as a member of the senior advisory council. Roger has worked as a financial advisor since 1992, beginning his career at Dean Witter Reynolds in Jackson, Mississippi. In addition to Roger’s experience managing money and executing large transactions, Roger has practical business experience as a board member and shareholder for several successful private companies. Roger has served numerous non-profits as a board member. Roger received a Bachelor’s Degree from the University of Mississippi in 1991 and lives in Los Angeles, CA with his wife and two children.