Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Scott holds a Bachelor of Science in Finance from Illinois State University and a Master of Science in Finance from the College for Financial Planning. In addition, Scott is a holder of the right to use the Chartered Financial Analyst® designation, he is a CERTIFIED FINANCIAL PLANNER™ practitioner, and holds various licenses including Series 7 & 66 licenses, Life, Accident & Health, Variable Contracts, and Long Term Care Insurance licenses.
Scott Davis is a Senior Wealth Advisor for CliftonLarsonAllen Wealth Advisors, LLC located in the Bloomington, Illinois office. He specializes in comprehensive financial planning, investment analysis and management, and risk/insurance services for business owners, individuals and families, and corporate executives. Scott spends the majority of his time meeting with clients to help them articulate and reach their personal and financial goals and objectives.
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In the community
Scott is currently, or has been, involved in the following community organizations; Leadership McLean County Class of 2018, Illinois State University Education Investment Fund Board, Echelon Peoria (Affiliate of Salvation Army) Founding Board Member, University of Illinois Extension Money Mentor Program Volunteer, Illinois State University Young Alumni Board, and the United Way Youth Developement Board.