Riley Davison











Riley is one of our Client Service Associates. She joined our team in May 2024 following her internship with us. She is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our wealth management model.

Riley graduated with her Masters of Business Administration from Meredith College. She enjoys walking, cooking, and spending time with her 3-year-old nephew.