Senior Financial Advisor, LPL Financial
A high-school job led to a career at TDECU for financial advisor Bethany Davis, where she has served clients with sincerity and passion for 13 years, eight as a financial advisor. Bethany brings a fresh perspective to financial planning; understanding that trust is the key factor in partnering with clients and achieving financial goals. She enjoys providing investment services tailored to meet the specific and ever changing needs and goals of her clients working to put together a financial roadmap to direct them through their stages of life.
She is FINRA registered through LPL Financial, has secured her Series 7 and 66 registrations to sell securities. She is also licensed to advise clients on Texas Life, Disability and Health Insurance. As a financial advisor, she provides strategic, practical guidance for clients interested in retirement planning, investment options and comprehensive wealth management.
Bethany’s mission is to exist independent of the members she serves and to uplift the importance and honor of being a trusted and valued financial advisor. She strives to be an asset to the community where she grew up and now lives. Her attention to customer service is second to none, and can think of no greater compliment when she is referred to others by her clients. Her greatest joy comes from spending time with her husband, Armond, and her two children, Brileigh and Koen.
Contact Bethany today at 979-299-0356 to schedule your no-cost, no obligation appointment or for more about personal wealth management tools, retirement planning, funding college and other investment services. You may also fill out our online contact form, and an advisor will assist you.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: TX, AR, AZ, CA, CO, DC, FL, GA, HI, IN, LA, MI, MS, NC, NJ, OK, OR, PA, SC, TN, WA, WI.