• About FTB Advisors Header
  • North Carolina: Biographies

  • Duane L. Davis

    Duane L. Davis, CFP®, RFC, CIS

    Vice President, Financial Advisor

    2000 W. First Street, Suite 100, Winston Salem, NC 27104
    (work) 336-703-6823  (cell) 336-414-5390
    LDDavis@FTBAdvisors.com

    EXPERIENCE

    Duane comes to First Tennessee with over 25 years experience in investment management. Duane started with First Union in 1986 as a Financial Advisor in Charlotte, NC. Duane moved to Winston-Salem as an Investment Counselor in 1992. His primary responsibility was to provide investment counsel and direction to his clients, their families, local foundations, endowments and non-profit organizations. Before joining Wachovia, Duane was a financial planner with American Express.

    Duane has an extensive and honored career in financial services. He has appeared in Forbes magazine, USA Today, The Washington Post, and the LA Times, just to name a few. He has also been a guest speaker for local, regional, and national TV and Radio Business shows. He has spoken to various groups around the country about investing and the investment industry. He has given investment lectures at numerous universities including Harvard, Yale, Columbia, and Morehouse College.

    Duane has authored two investment guides: A Guide to Building, Growing, and Maintaining a Stock Portfolio and A Guide to Starting and Maintaining an Investment Club. Duane opened the NASDAQ Stock Market on Friday, May 12, 2000.

    EDUCATION

    Duane received his Bachelor of Science degree in Business from Morehouse College.

    PROFESSIONAL AFFILIATIONS

    Duane is a Certified Financial Planner (CFP®), Registered Financial Consultant (RFC), and a Certified Investment Specialist (CIS).

    Duane has served on a number of National Advisory Boards including The Investment Company Institute (ICI: The Mutual Funds Trade Organization), The International Association of Financial Planners (IAFP) Consumer Advisory Board, The Consumer Federation of American (CFA) America Saves Program, and The National Urban League Financial Literacy Board. Duane also founded a national non-profit organization that focused on raising awareness about the importance of saving and investing for women, minorities, and children.

    COMMUNITY INVOLVEMENT

    Duane serves as the chair of the Business Advisory Council for Winston-Salem State University's School of Business & Economics. He is also on the Board of Trustees at Salem Academy and College. Duane also serves on the Winston-Salem Community Education Collaborative Board. Duane serves on the Winston-Salem Arts Council Endowment Board and on the Arbor Acres Board of Directors. Duane has also served as a mentor numerous times for at-risk youth in the community.


    Return to North Carolina Main Page

  • Map - Ad1