Davon Barrett - CFP®, CDFA®
As a Lead Advisor, Davon helps clients with their comprehensive financial planning questions. Specifically, Davon implements solutions that combine investment, insurance, tax, retirement, and estate planning strategies. After starting his career at a large global company, he decided to make the move to our firm, where his presence is felt, and his impact is more significant. Davon is passionate about helping our clients improve their lives through our work, and he thoroughly enjoys the opportunity to be part of Francis Financial’s growth.
Davon graduated from New York University with a Bachelor’s degree in economics. He completed his Certified Financial Planner™ (CFP®) designation from New York University’s School for Continuing and Professional Studies and holds the Certified Divorce Financial Analyst® (CDFA®) designation. Davon leads the firm’s investment committee and plays a key role in researching and reviewing our portfolio holdings and investment philosophy.
During his time at New York University, he further enriched his studies through a semester abroad in Madrid, Spain where he immersed himself in the Spanish culture and economy. During his junior and senior year, Davon gained valuable experience through an internship at the hedge fund, Millennium Management, in their Investor Relations and Marketing department. After graduation, Davon entered the workforce and spent two years as an auditor in the Independence Group at Ernst and Young. His positive attitude, reliability and warm disposition make him a huge asset to our team.