Kimberlee Davis

Kimberlee Davis is a highly accomplished Partner and Managing Director at The Bahnsen Group, a company with a sterling reputation for delivering comprehensive investment strategies and wealth management experiences. She has an extensive background in financial planning, private wealth advising, and investment banking.

Davis earned her BSFS in International Economics and Juris Doctor in Law at Georgetown University in Washington, D.C. She started her career as a Corporate Lawyer at top-tier law firms, Willkie Farr & Gallagher LLP and Reid & Priest. Afterwards, she worked as an Associate at Commercial Union Capital Corporation, an Investment Banker, and as a Fashion Designer and Director at Kim Davis Limited.

Davis's passion for finance led her to work at Morgan Stanley as Financial Advisor/Financial Planning Specialist before joining The Bahnsen Group. During her tenure at The Bahnsen Group, she served as Managing Director, Partner, Financial Planning Director, and CDFA®. She also worked as a Business Consultant for Independent Business Consultant, OceanView Investments Corporation, and Stanford Professionals In Real Estate.

At The Bahnsen Group, Davis provides Financial Concierge Services to clients that integrate Investment Management, Advanced Planning, and Relationship Management. Davis's network of highly skilled professionals ensures that clients receive a cohesive and holistic experience. The Bahamas Group also works as a quarter-back by outsourcing some services and offering clients their own family office.

Davis has a proven track record of delivering outstanding wealth management solutions that are tailored to client needs. Her impact on clients' financial lives is extraordinary, and she has built a broad network of satisfied and loyal clients. With her exceptional educational background and her impressive range of achievements across finance, business, and law, Kimberlee Davis is a sought-after professional who is well-known for her dedicated service in the financial industry.