Tyson Davis

Tyson Davis, AAMS®
Financial Advisor Private Client Group Truist Investment Services, Inc.
The Upland South Group of Truist Investment Services, Inc.

200 W Vine St

Lexington, KY 40507-1612

About me

Background

Tyson Davis has been working with clients in the financial services industry since 2001, helping them to develop appropriate investment strategies and incorporating their specific long-term financial goals and objectives into those strategies. Additionally, he is the lead portfolio manager for the Upland South Group of Truist Investment Services, Inc., and holds the Accredited Asset Management SpecialistSM (AAMS®) certification awarded by the College for Financial Planning.

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

Personal Interests

Tyson attended the University of Kentucky and in his spare time loves to travel to and hike the country’s national parks. When the weather isn’t cooperating, he likes to stay indoors and read. He is a co-founder of a secular mindfulness meditation group in Lexington and devotes his time to two other meditation groups in the area. 

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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