Biography

Matthew O'Neal Davis, is the Owner and Founder of the Davis Financial Group (DFG), since 1996.  He is an Investment Advisory Representative, registered through SagePoint Financial, Inc.  He graduated in 1985 with a BSBA in Marketing from MIZZOU - University of Missouri.

Matt has earned the Accredited Investment Fiduciary® (or AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. He has received formal training in investment fiduciary responsibility.

The DFG was formed to offer a specialized Financial Service practice with an emphasis on Personal Attention

The DFG continually strives to improve and offer a "Client - Focused Concierge” based financial services practice, based solely on achieving 100% Client Satisfaction

Matt is also active in community activities. He resides in Plano, Texas with his wife Carolyne, and their four children.  They have two sons Matthew and Max and twin daughters Madelyne and Molly.  They are active members of the Prince of Peace Catholic Parish in Plano, Texas, and enjoys golfing, coaching youth baseball and basketball, and spending quality time with his family.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck