Davis Fleming, CFP ®
Wealth Advisor
A co-founder of Vandalia Wealth’s Greenville, NC regional office, Davis has been in the financial services industry since 2014. Focusing on private client and institutional advisory and consulting services, he emphasizes collaborative wealth management by striving to investigate thoroughly and gain a complete understanding of your financial life goals. Davis strives to be a “trusted partner” in which you can confide in, seek advice from, and know will consistently prioritize your success. He works daily on fostering confidence and gaining trust by being organized, accountable, and accurate. Growing up the son of a financial advisor, he lives the key principles of honesty, transparency, loyalty, and respect when it comes to serving clients.
He is a local community leader where he serves in his church and is involved with a number of organizations in both advisory and volunteer roles.
Davis holds a Series 66 registration and is a CERTIFIED FINANCIAL PLANNER® professional.
A graduate of NC State University with a degree in Accounting focused on Financial Analysis, his career has blended advisory, consulting, and regulatory compliance in accounting and financial services in Fortune 500 companies.
