Diane Davis is a Vice President and Wealth Management Advisor in the Miami Falls Office of Merrill Lynch in South Florida. Davis started her career in the banking industry in 1987 at Chase Federal Bank, in Miami. Davis started with Merrill Lynch in February of 1995 as a financial advisor and has been adding to her education, experience and credentials ever since.
With over 24 years of financial experience and education, Ms.Davis and her team help affluent families, corporate executives, busy professionals and business owners manage their financial lives. Davis provides wealth planning, life-stage investment planning, strategic asset management, liability management and family office services. Davis focuses on custom-designed business retirement plans, commercial lending, and business transition planning. "We help clients focus on their priorities and take advantage of the vast array of planning tools, investments and research that are available today. Through a customized approach we work with our clients to help them make their dreams become reality."
Diane currently serves as the President of The Commonwealth Institute, an organization of Women Business Owners and High Level Women Executives and has been a featured speaker at many local organizations on topics such as Comprehensive Wealth Management, Estate Planning, Tax-Smart Investing and “Women and Money”.
Ms. Davis lives with her husband and entrepreneur John Davis and their son Will in Pinecrest, Florida. They are active in the local community in many organization and participate in the Parent Association at Ransom Everglades where Will is in Middle School. The family enjoys an active South Florida lifestyle including scuba diving, kayaking, skiing, biking and other eco-adventures.