Roger C. Davis
SVP & Senior Wealth Advisor
Roger Davis began his career in 1992 at Dean Witter and later rose to Senior Vice President at UBS. After more than 20 years inside some of Wall Street’s largest firms, he chose independence so he could put his clients’ interests first.
Today, as a Senior Wealth Advisor at Accurate Advisory Group, Roger serves successful families, entrepreneurs, and professionals nationwide. His practice focuses on comprehensive wealth management with an emphasis on advanced tax-planning strategies, proactive asset protection, and multi-generational planning designed to minimize taxes and maximize what families ultimately keep.
Having lived and worked in Los Angeles for a decade, Roger maintains strong West Coast relationships while making his home in Lake Village, Arkansas—just ten miles west of the Mississippi River in the heart of the Arkansas Delta.
Roger is the author of the widely praised book Wall Street’s Just Not That Into You: An Insider’s Guide to Growing and Protecting Wealth, a straightforward exposé on how the financial industry really works and the practical steps affluent investors can take to protect and grow their assets.
From the quiet of the Delta, Roger delivers clear, conflict-free advice and sophisticated tax-planning strategies that help clients across the country keep more of what they’ve earned and pass it on with fewer surprises.