Seth Davis, CFP®, CPWA®

Senior Vice President, Advisor

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Seth works with individuals and families on comprehensive wealth management, with experience serving entertainers, executives, and clients navigating complex financial decisions.
With decades of financial services experience, his background spans financial planning, asset allocation, corporate treasury, investment accounting, and real estate strategy. Seth earned a B.S. in Accounting from Binghamton University. He is a CFP® professional and holds the Certified Private Wealth Advisor® designation.
Seth believes effective planning begins with understanding each client’s goals, priorities, and broader financial circumstances. He combines technical expertise with practical guidance to help clients make informed decisions through changing life stages. His approach emphasizes long-term relationships, thoughtful planning, and coordinated advice.
Outside of work, Seth enjoys softball, baseball, tennis, gardening, cooking, and traveling with his family. He has also served as board chair for a local nonprofit and remains committed to supporting his community.