RP Davis Wealth Planning Group
Bobby Davis
Wealth Management Advisor|M.M., CFP®, CLU®, QPFC, CLTC®
Providing clear direction towards your dreams, goals, and a secure future
Personal
Born and raised in the suburbs of Chicago, I spent most of my time playing hockey and lacrosse and watching Da Bears. Growing up, my father was the Chief of Staff at Columbus Cabrini Hospital in downtown Chicago. Fairly early on in my childhood, my father was diagnosed with esophageal cancer. Unfortunately, my father eventually lost his battle with cancer. However, this is one of the driving forces in my life; prior to his passing, my father's work ethic was second to none, and yet, he never missed a single one of my sporting events. In addition to the legacy he left of his character, my father also had made the sufficient steps to plan for his family's future.
After moving to Naples, Florida with my mom and sister to complete high school, I attended Miami University where I received my undergraduate degree in Political Science. Throughout college I was active in a variety of organizations, including Phi Kappa Psi, Greek Habitat for Humanity and a volunteer Firefighter/EMT at the Oxford Fire Department. After graduation, I pursued a Paramedic certificate from the Paramedic School at Cincinnati State and moved with my yellow lab Reilly to Denver, CO. I moved to Steamboat Springs, CO to pursue a career with the Steamboat Springs Fire Rescue as a Firefighter, Paramedic and Training Officer. Five years later, after some soul searching and a great opportunity, I opened my own financial planning practice in Steamboat Springs, allowing me to continue impacting people in a positive and life changing way; thus, began my association with Northwestern Mutual.
In the summer of 2016, I expanded my practice, partnered with Jerry and John, and returned to Naples. As a family, my wife Kari, our five children and I love spending time on our boat, fishing, golfing and spending time on Useppa Island, simply being outdoors together. I coach my daughter Teagan and son Cole's team in the Pee Wee program, and my son Finnegan in the Mini Mite program at Hertz Arena in Estero, FL.
Professional
I am passionate about a relationship first approach, as opposed to a transactional approach. With the utmost attention spent on getting to know my clients fears, goals and plans. It is critical in my practice that my team and I become an extension of each family or business, and a trusted resource to our clients.
When my team and I first meet with a potential client, we make sure to learn what the most important goals and dreams they have. From there, we will ask a series of questions, tailored to the individual to begin creating a plan. Subsequently, my team and I will create a comprehensive financial analysis, and series of customized recommendations based on the philosophy of a foundation of risk management, followed by wealth accumulation strategies and finally wealth preservation and distribution. If the potential client chooses to implement any of the recommendations, my team and I will regularly meet with them to continuously update and build upon their plan.
I am a Wealth Management Advisor. I have an undergraduate degree in Political Science from Miami University and a Master’s of Management from the University of Phoenix.
Designations
To best serve my clients with holistic planning, in addition to my securities and insurance licenses, I have obtained the following professional designations:
- 2011 - Certified in Long Term Care (CLTC®) designation through The Corporation for Long Term Care Certification, Inc.
- 2016 - Chartered Life Underwriter (CLU®) designation through the American College.
- 2022 - Certified Financial Planner™ (CFP®) earned through Certified Financial Planner Board of Standards, Inc.
In addition, I have earned numerous Emergency Management, Scene Management, and Paramedical designations through my previous career as a Firefighter / Paramedic and Training Officer for Steamboat Springs Fire Rescue.
I am constantly striving to enhance my education and broaden the services I am able to provide to my clients and my community.
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2015-2017, 2019
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Association of Insurance and Financial Advisors Quality Award 2014-2015
- Award recognizing commitment to excellence in service to clients and industry
Here are my areas of expertise
Wealth Management
Estate Planning
Financial Planning
Qualified Plan Design Assistance
Charitable Planning
Tax-Efficient Strategies
Multigenerational Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Jr. Everblades Hockey Organization
Jr. Everblades is a youth hockey program serving Southwest Florida. As a USA Hockey certified coach, Bobby, over the years has volunteered his time coaching at all age levels through high school. Bobby currently is the assistant coach for the JEB 12 UA travel team, co head coach of the Lady JEB travel hockey team, and coach of a Mite rec team.
Champions for Learning
Champions For Learning™, is a non-profit 501(c)(3) founded in 1990. Our organization exists to create life-changing learning experiences for every student. Working with a vision of a community that is 100% engaged in support of student success, Champions for Learning serves a unique role in bringing the community together to support a culture of learning and innovation.
Estate Planning Council
The Estate Planning Council of Naples, Inc. was formally organized in 1972.It is a not-for-profit interdisciplinary organization of professionals involved in estate planning. Currently, the Council has 90 members that are represented by Estate and Taxation Attorneys, Certified Public Accountants, Trust Company Officers, Chartered Life Underwriters, Certified Financial Planners, Charitable Advisors and College Professors.
Guadalupe Center
The mission of the center is to break the cycle of poverty through education, and we’re reaching more than 1,750 students per year with three extraordinarily successful educational programs in Immokalee, Fl.
Community Foundation of Collier County
Working with donors, we inspire ideas, ignite action, and mobilize resources to address community needs in Collier County.
Steamboat Fire Department
Bobby served on the Steamboat Springs Fire Department for many years as training captain and a Paramedic and still supports them.
Steamboat Ski Patrol
Bobby served as a ski patrol in Steamboat Springs during his years he lived there.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
