Greg Davis

Greg Davis is a Senior Director of Wealth Management at Choreo, a financial advisory firm.13 He is based in Madison, Wisconsin and has experience in financial planning and investment management.34

As a Senior Director at Choreo, Greg's responsibilities include:

1. Developing, implementing, and monitoring investment strategies
2. Focusing on cost-effective investment options
3. Providing tax-efficient solutions for clients2

Greg's professional qualifications include:

• Certified Financial Planner (CFP®)
• Accredited Investment Fiduciary (AIF®)3

His educational background includes attending the University of Wisconsin-Madison.3

Greg has been with Choreo for some time, previously working for RSM US Wealth Management before it became part of Choreo.4 His experience in the financial industry spans several years, allowing him to bring valuable expertise to his role at Choreo.

As part of the Choreo team, Greg likely contributes to the firm's mission of providing tailored financial services to clients, particularly as their wealth and financial planning needs become more complex.1