Anna Davis

Anna L Davis
Virtual Premier Advisor

207 Mockingbird Lane

Johnson City, TN 37604

Anna.L.Davis@truist.com

Phone 423-461-1028

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About me

Background

I am a Virtual Premier Advisor with Truist servicing the Upper East TN Market offering experience in the Banking industry since 2004. As a Virtual Premier Advisor, I specialize in holistic Financial Planning. My purpose is to help empower individuals and families to achieve their short-term and long-term financial goals by providing personalized guidance, comprehensive strategies, and ongoing support tailored to their unique needs and aspirations, while providing an exceptional experience now and into the future. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelors in Communications
East Tennessee State University

Personal interests

I enjoy spending time with my husband and two teenage daughters. My oldest is active in both the high school dance team and local community theater, while my youngest is a cheerleader—so we love the busy basketball season. When we can, we enjoy traveling as a family and having new adventures. I’m also passionate about volunteering in my community to promote financial education.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

Locations

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