About WB Financial

Mandi T. Davis

Support Advisor
Windham Brannon Financial Group, LLC

Mandi works with Windham Brannon Financial Group, LLC as a support advisor. She primarily assists Wealth Advisors with data gathering, plan design and development, and portfolio review and rebalancing. Her background in portfolio administration here at the firm has given her a solid technical foundation to serve the firm’s clients with this valuable knowledge. Mandi is known by her colleagues for her excellent communication, responsiveness, and relationship management skills. She is always looking for ways to improve our clients’ wealth management experience.

Specialization Includes:

Portfolio Implementation and Management
Financial Plan Preparation

Career Highlights

Currently, Mandi participates in the UGA Terry College of Business CFP Certification course with plans to obtain her CFP designation in 2012. Prior to joining Windham Brannon Financial Group, LLC, Mandi was with The Home Depot, Inc., where she was a senior business analyst supporting the operation of 700 retail stores.

Education and Affiliations

University of Georgia – B.B.A. in Finance