Broker Check

Our Team

Jerry Davis, AAMS,CFP®

President and CEO

(502) 384-0065

jerry@dfswealthadvisors.com

Jerry Davis is a 36 year veteran of the financial services industry. He began his career at Future Federal Savings Bank in 1981. His final position within banking was as Senior Vice President and Branch Administrator for Great...

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John Mayfield, JD,CFP®

Financial Planner

(502) 448-7998

john@dfswealthadvisors.com

John A. Mayfield is a CERTIFIED FINANCIAL PLANNER™ professional with Davis Financial Services, Inc. He leads a comprehensive investment and retirement planning team that specializes in providing customized solutions to individuals,...

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Andrew Doan, CFP® 

Financial Planner

502-384-0065

Andrew@dfswealthadvisors.com

Andrew Doan is the newest advisor at Davis Financial Services, Inc. He believes the most important thing he can do for his clients is to listen to their needs and uncover what it is they want to achieve. He then uses all the...

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Lisa Davis

Vice President and Director of Marketing

(502) 384-0065

lisa@dfswealthadvisors.com

Lisa’s experience includes the financial services industry but she also brings 20 years of client centered marketing complimented by a strong knowledge base of Long Term Care and Medicaid programs. She holds both the Series 6 & 63...

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Linda Peak

Client Services Specialist

502-448-7998

linda@dfswealthadvisors.com

Linda comes to Davis Financial Services with 40 years of experience working with and greeting clients. She has served our local community as the owner of a Fine Tooth Comb Salon, as a cosmetologist, educator, and elected official. Her...

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Barbara Graas

Retired Mother of the Firm

Barb worked from the very beginning with our founder. While she may now be retired, her impact on the firm, she helped develop, will be felt for years to come. We are honored to know she will forever be a part of our team, even if only in..

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