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William Davis Joins Queensborough Investments as Wealth Planner

Published on July 24, 2024

William Davis Joins Queensborough Investments as Wealth Planner

William Davis has joined Queensborough Investments as Vice President and Wealth Planner in the Augusta market. Will has been in the Augusta area and financial services industry for over 20 years, most recently as a financial advisor at Morgan Stanley.

 

Will was born and raised in Hickory, North Carolina. He attended Lenoir-Rhyne University on a baseball scholarship and graduated with a degree in Economics.

Will is married to his wife Traci, who was an NCAA All-American in both softball and basketball. They have 3 children, a daughter attending Lenoir-Rhyne University on a softball scholarship, a son Charlie at Augusta Christian High School, and their youngest entering 5th grade.  Their family attends Damascus Baptist Church in Appling, and Will enjoys coaching youth sports and spending as much time as possible either hunting, fishing, or at the ballfield. 

 

“Two of Queensborough Investments' primary values are integrity and teaming. As such, we aspire to be a place of stability our clients can trust and come to with all their financial needs and goals.  Having Will Davis on our team strengthens this passion and commitment even more. I have respected him professionally for many years and couldn't be more excited about the breadth of experience, authenticity, and transparency he brings to all he does,” says Dagan Sharpe, Queensborough Investments Head of Wealth Management.

 

Will is located in the Queensborough Investments Office, 7 George C. Wilson Court, Augusta, GA 30909.

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Queensborough National Bank & Trust and Queensborough Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Queensborough Investments, and may also be employees of Queensborough National Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Queensborough National Bank & Trust or Queensborough Investments. Securities and insurance offered through LPL or its affiliates are: 

 

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value 

 

Queensborough National Bank and Trust (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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