Davon Barrett
CFP®, CDFA®
Lead Advisor

Davon is a Certified Financial Planner™ (CFP®) and holds the Certified Divorce Financial Analyst® (CDFA®) designation. Davon brings prior experience from the hedge fund, Millennium Management and as an auditor in the Independence Group at Ernst and Young. Davon supports his clients by implementing solutions that combine investment, insurance, tax, retirement, and estate planning strategies. His positive attitude, reliability and warm disposition make him a huge asset to our team.

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*We require a minimum of $2 million in investible assets. If you have questions about this or would like resources to help point you in the right direction, please do reach out and we would be happy to support you.
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