Patrick T. Davis, CSA, CES
Principal Agent / CEO
GA LIC# 620653
I am a native of Albany, Georgia where I was a standout high school athlete (basketball). I earned a scholarship and went on to play collegiately at Tennessee State University in Nashville. My work life began with a six-year stint at Toyota Motor North America and then on to Pitney Bowes Corporation where I was transferred from Nashville to Atlanta. In 2002 I entered the financial services field as a life insurance agent and field underwriter in the metro Atlanta area. The rest as they say is history. I am proud to have over 400+ documented hours of classroom time and continuing education courses in the field of financial planning (income protection, wealth accumulation, retirement planning, life insurance, and risk management). I engage in public discourses for various groups and organizations. I am a writer and a former newspaper columnist for subjects on financial matters. I play golf as often as my schedule permits, and I am a decent cook, too. My wife Janet and I live in north Conyers Georgia and are the proud parents of three adult children.
Helping our community of clients protect income and wealth.
Affluent Planning is a service based financial planning firm offering expertise in disability insurance, retirement planning, wealth protection, and life insurance.
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