Charlie Davis

Charlie Davis serves as Vice President of Investments at Davenport & Company LLC in Greensboro, NC, a role he has held since 1986. In this position, he delivers tailored investment strategies and client portfolio management, leveraging nearly four decades of experience in the financial services sector. His practice focuses on serving individual investors, families, and institutional clients, providing guidance across a broad spectrum of asset classes including equities, fixed income, and diversified investment products.

He is recognized for his long tenure and deep expertise in the investment industry, particularly in the Southeastern U.S. markets. Charlie’s advisory approach spans wealth management, retirement planning, and portfolio allocation, with a focus on constructing portfolios to meet varied risk profiles and long-term financial goals. His work emphasizes relationship-driven investment consulting and fiduciary responsibility.

Charlie Davis holds a degree in Marketing from the University of Tennessee, Knoxville and an additional degree from Elon College, equipping him with a strong foundation in both market analysis and client communication. He is known among clients and colleagues for his commitment to personalized service, risk management, and up-to-date financial planning solutions.