Betty Davila is a Premier Banker and Certified Financial Planner™ (CFP®) professional with 35 years of financial services experience. She helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering and implementing customized solutions and providing active relationship and risk management. Betty’s daily goal is to put her clients first, building their trust through high-touch attention, in-depth conversations, and technology. Because her own education goals were delayed many years due to limited family resources when she was young, she understands the critical importance of financial planning and setting realistic short- and long-term goals.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
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