Bobby Davis, CFP®, CLTC, CLU®
Login to view DISC.Bobby Davis is a Wealth Management Advisor with Northwestern Mutual in Naples, FL, where he leads the RP Davis Wealth Planning Group. He specializes in creating comprehensive financial plans for families, business owners, and professional athletes, holding CFP®, CLU®, and CLTC® designations and a Masters of Management.
His path to financial services was driven by a desire to make a significant impact, a value he carried over from his former career. He was inspired to help families plan for their future after losing his own father at a young age and witnessing the difference a solid plan can make.
Unique fact: Before becoming a wealth advisor, Bobby served his community as a Firefighter and Paramedic.
Read the full overview →How Bobby shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Topics Bobby cares about
Work history
Media appearances
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.