Leadership Team
William F. Davis, CFP® – Managing Partner
Teaching and training are fundamentals of Bill’s professional and personal life, both as a financial advisor and a coach.
After receiving an undergraduate degree from La Salle University and a graduate degree from Temple University, he returned to both colleges as an adjunct professor.
While working within the training and learning department with investment firm Janney Montgomery Scott in Philadelphia, Bill realized the need for comprehensive, fee-only financial planning and was encouraged by his manager to pursue an advisory career – that was in 2010. And he has never looked back.
Bill has since built his practice client-by-client, in financial planning roles for both Apex Financial Advisors and Ameriprise Financial Services. In 2023, Bill joined Vericrest Private Wealth as Managing Partner.
He has completed the Financial Planning Program at The American College and holds the CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analyst™, and Accredited Portfolio Management Advisor™ designations, as well as the Series 65 Uniform Investment Advisor license.
Bill is a former Executive Board Member of the Langhorne Athletic Association, where he continues to coach baseball; he has been involved in the organization since 2008. He has also served on the board for the Newtown Rock Softball Association where he coached softball for 7 years (2015-2022).
Currently, Bill is an Executive Board Member for the Lower Bucks Chamber of Commerce and the Going Beyond Assistance Program.