Austin/San Antonio

Serving Austin, San Antonio, and Central Texas. 

901 MoPac Expressway South
Barton Oaks Plaza One, Suite 300
Austin, TX 78746
United States
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Phone:
512-305-3711
Toll Free:
888-337-4174

To learn more about the professional history of our financial advsior(s) please visit FINRA's BrokerCheck

David Davis

After proudly serving in the Marine Corps for six years, David began his career as a financial advisor in 1998.  In 2017, he joined NettWorth Financial Group as an advisor in Austin and San Antonio.

Since joining NettWorth, David has worked with union members in Austin and San Antonio.  He educates his clients on how retirement will impact them financially as well as personally.  He utilizes the NettWorth University tools to instruct them on what they need to know as they approach the great adventure of retirement. He is well versed in comprehensive planning techniques and he employs customized strategies to fit each client’s unique situation.  He spends a great deal of time listening to the wants, needs and goals of the individual so that he can act effectively to help them achieve their goals. 

David and his wife Marcella live in Austin and have three children.