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Brady Davis, CRPC®

Wealth Advisor

Brady Davis

Brady Davis serves as a Wealth Advisor for Quotient Wealth Partners, working with clients to help them achieve their financial goals through comprehensive financial planning. He specializes in helping clients develop a truly customized financial plan, that addresses all aspects of their financial life. Brady holds the Chartered Retirement Planning Counselor (CRPC®) designation and is a Registered Investment Advisor, bringing ten years of business development experience across multiple industries. He also holds a Bachelor of Science in Communication from the University of Oklahoma.

Outside of the office, Brady enjoys golfing, watching Dallas sports teams, and spending time with his wife Lydia and their family and friends.

Contact Information

Phone:

(469) 912-2699

Email

brady.davis@quotientwealth.com

CRPC® – Chartered Retirement Planning Counselor

The CRPC® designation is a retirement planning credential awarded by the College for Financial Planning to individuals who meet its educational, examination and ethical requirements. Certificants are required to have completed the CRPC Designation Program, a self-taught educational program focused on various pre- and post-retirement needs of individuals.  Recipients are further required to have successfully passed a multiple-choice examination addressing a range of retirement related matters, such as estate planning and asset management. On an ongoing basis, CRPC designees are also required to affirm their adherence to the applicable Code of Ethics and complete at least 16 hours of continuing education every two years.

Ready to start planning for your best life?