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Mandi Davis

Wealth Manager

Mandi serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With over 10 years of experience in wealth management, Mandi takes pride in her caring and resourceful approach. Prior to joining Creative Planning, she served as a wealth manager at a large independent wealth management firm in Atlanta. She also has extensive experience within the operations of wealth management, having implemented a new trading software within her first couple years with her prior firm. She has also worked as a financial analyst for a major national retailer, supporting store operations and distribution center logistics.

Mandi earned her Bachelor of Business Administration degree from the University of Georgia. She is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Mandi and her daughter, Sidney, live in Brookhaven. In her spare time, Mandi plays ALTA tennis, enjoys entertaining, and loves (most) anything outdoors.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021