Kimmy Davis

Senior Case Manager

As an investment advisor candidate studying for her series 65 exam, Kimmy has been a member of the Alloy Wealth team since 2019. In her capacity as advisor support staff, she handles back-office administrative tasks such as insurance and managed money applications, transfers and distributions, client updates, and correct compliance documentation. Whether answering the phone or coordinating office events, she makes it a point to introduce herself and engage with current and prospective clients. She also spearheads efforts toward new client growth, cultivating leads from the Living Large radio and television shows, and serving as organizer and host for Alloy’s educational seminars. You might also find her helping with general office management tasks such as supply inventories.

Kimmy prides herself on her ability to maintain a positive attitude and make everyone feel at home once they come through the door. She’s also known for bringing levity to a tough situation and truly enjoys the environment at Alloy Wealth. Her favorite part of the job is the clients—meeting them and hearing their stories. She is committed to helping each client live an abundant life and achieve the retirement that they have worked so hard to earn. Most of all, she wants them to rest easy at night, knowing that their future is in capable hands.

Before joining Alloy Wealth, Kimmy earned a Bachelor of Business Management degree with a concentration in Human Resources from Virginia Tech. After working13 years in the food service industry, she wanted to transition into a career that would allow her to truly help people. While searching for a position that would challenge her mentally and put her bachelor’s degree to use, she met the firm’s CEO, Mark Henry. After seeing how Mark gave his time and knowledge of financial markets to anyone willing to learn, she knew she’d found an organization she wanted to be part of.

Kimmy comes from a large family of five siblings and seven nieces and nephews. With little time to spare for volunteering, she contributes financial support to the Mercy Me Ministries, a Christian non-profit that helps to rehabilitate young women suffering from trauma, addiction, and abuse. Outside of the office, she is the ultimate dog mama of two rescued girls, Jody and Halo, and is passionate about living and modeling a healthy lifestyle from the inside out. Kimmy enjoys being outdoors with her fiancé and taking frequent walks and excursions to the gym. When they are not cooking a meal together or reading a book, you can find them visiting with friends or enjoying the love and laughs of a big family.

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When: This is a two-night master class offered September 19 & September 21 from 6:30pm - 8:00pm each night.

The top reason baby boomers and pre-retirees attend this class is to become informed and learn things that they didn’t know about regarding retirement planning. Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years. This course compares and contrasts the older retirement paradigms versus what exists today. You will learn how to help insulate yourself from the risks of rising taxes, low interest rates, and become aware of and help avoid common retirement planning mistakes.

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Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC – DBA Alloy Investment Management is a state registered investment adviser in North Carolina and South Carolina, and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC – DBA Alloy Investment Management.