I identify what is going to help my clients accomplish their goals. I pride myself on exploring every angle and every detail of each individual’s unique needs to tailor a plan for success.
About Macy:
Macy Davis has been with Equitable Advisors since 2023. After a long tenure in the golf industry, Macy found a way to combine her passions for coaching, advocacy, and building relationships with community members within the financial profession.
Macy enjoys working with individuals and families in every stage of life. She is heavily involved with the Special Needs Community and enjoys focusing on planning for multiple generations.
Outside of the office, Macy can be found at home with her wife, Sam, working on a DIY project, on the golf course, or planning her next National Park adventure.
Education
- Bachelor of Science in Sports and Exercise Science – West Texas A&M
- Master of Education – West Texas A&M
Accreditation, Professional Credentials, and Awards
- FINRA Series 7 – General Securities Representative
- FINRA Series 63 – Securities Agent
- FINRA Series 66 – Uniform Combined State Law
- Life, Accident, Health and HMO Insurance License
- Retirement Benefits Specialist of Tax Sheltered Plans – Recognized by Equitable Advisors
Community, Support, & Professional Involvement
- BVB Dallas Fighting Alzheimer’s
- Teacher Retreat
- Texas High School Coaches Association
- Class A PGA Affiliate