Mike Davis
Founder and CEO
Mike Davis is an accomplished business leader with over 30 years of experience in the financial services industry. As the Founder and CEO of Resource Consulting Group, he has built a highly successful firm that provides comprehensive financial planning and investment management solutions to a diverse clientele.
Professional Overview
As the driving force behind Resource Consulting Group, Mike leverages his deep expertise in financial planning, investment strategy, and business management to guide the firm's strategic direction and ensure client success. His industry knowledge, entrepreneurial vision, and commitment to ethical practices have been instrumental in establishing Resource Consulting Group as a trusted partner for individuals, families, and businesses seeking tailored financial solutions.
Experience Summary
Current Role
As the Founder and CEO of Resource Consulting Group, Mike is responsible for setting the firm's strategic vision, overseeing all business operations, and fostering a client-centric culture. Under his leadership, the firm has consistently delivered exceptional financial planning and investment management services, enabling clients to achieve their long-term financial goals. Mike's strong leadership and innovative approach have been instrumental in driving the firm's growth and industry recognition.
Career Progression
Prior to founding Resource Consulting Group, Mike held notable roles in the legal and financial planning sectors. He served as an Attorney at Dean Mead, where he gained valuable experience in legal and regulatory matters. He then transitioned to the financial planning industry, working as the Director of Financial Planning at Colley, Trumbower & Howell. This experience provided him with a deep understanding of the financial planning landscape and laid the foundation for his entrepreneurial venture.
Academic Background
Mike holds a Juris Doctor (J.D.) degree from the University of Florida, where he specialized in business and tax law. His legal background has been instrumental in navigating the complex regulatory environment and ensuring the firm's compliance with industry standards.
Areas of Expertise
- Financial planning and investment management
- Wealth preservation and estate planning
- Retirement planning and distribution strategies
- Business advisory and consulting
- Regulatory compliance and risk management
Professional Impact
Under Mike's leadership, Resource Consulting Group has become a respected industry leader, serving a diverse clientele of individuals, families, and businesses. The firm has consistently earned recognition for its exceptional client service, innovative financial solutions, and commitment to ethical practices. Mike's contributions to the industry, through thought leadership, industry associations, and community engagement, have solidified his reputation as a trusted financial advisor and respected business leader.
Conclusion
With over three decades of experience in the financial services industry, Mike Davis has established himself as a visionary leader and trusted advisor. As the Founder and CEO of Resource Consulting Group, he continues to drive the firm's growth, foster a culture of excellence, and deliver tailored financial solutions that empower clients to achieve their financial goals. Mike's unwavering commitment to professional development, ethical practices, and client success positions him as a valuable asset to the financial planning industry.
