Mandi T. Davis,CFP®

Wealth Advisor
Windham Brannon Financial Group, LLC

Mandi works with Windham Brannon Financial Group, LLC as a Wealth Advisor.  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

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
  • CFP®, Certified Financial Planner

View Mandi Davis's profile on LinkedIn

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