Merrill Lynch Wealth Management
Diane Davis, CFP®, CIMA®, CRPC®
President, TCI South Florida
Diane Davis is a Vice President with Merrill Lynch and one of an elite group of financial advisors with a Certified Financial Planner (CFP) designation, a Certified Investment Manager Analyst (CIMA) designation, and the additional Merrill Lynch certification of Wealth Management Advisor.
Diane began her financial services career in banking in 1986 at Chase Federal Bank and completed her Masters of Business Administration in 1992 with honors at Florida International University. With Merrill Lynch since 1995, Diane has been a featured speaker at many local organizations on topics such as Comprehensive Wealth Management, Estate Planning, Tax-Smart Investing and “Women and Money”.
Current Affiliations: FIU College of Business Alumni Circle, an advisory council to the Executive Dean and an outreach arm into the community for the college; Plymouth Church – Deacon, Past Trustee and Past Director on Endowment Committee, Past Chair of the Benevolence and Outward Mission Committee; Volunteer – Pinecrest Elementary Book Fair, Carnival and Career Day; Member – The Commonwealth Institute; Member and immediate past chair Holiday Music Event at Fairchild Tropical Gardens and Member – Voices for Children Holiday Toy Fundraising Committee.
Diane lives with her husband John and 9 year-old son Will in Pinecrest.