ProEquities announced on Tuesday that it has appointed Kim Davis as Vice President of Business Development.
According to a press release, ProEquities, an independent financial advisory and brokerage firm and a subsidiary of Protective Life Corporation, has named its Vice President of Business Development as Kim Davis. She will manage its long-term growth goals as well as be responsible for boosting productivity by strengthening its practice management offerings. Additionally, she will report to ProEquities President, Libet Anderson.
Davis has spent thirty years in the financial services industry in many senior executive roles. She brings substantial experience to ProEquities in attracting and developing talented professionals. In addition, she will also utilise her extensive skills in creating training and support programs that boost financial professionals.
Prior to the appointment at ProEquities, which supports more than 500 independent financial professionals nationwide, Davis spent six and a half years at Synovus Securities, Inc. in Alabama. She successfully served as Managing Director of Strategy and Growth for almost five of those years. Before that, she served as FMS Relationship Consultant from May 2014.
Earlier on, Davis took on the role of Complex Business Development Manager at Morgan Stanley Wealth Management. This position was based in Alabama where she spent a little over a year.
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Further, at Birmingham Based Financial Services Firm she was the Director of Training & Professional Development for three years and four months.
From 2005 to early 2010, Davis was employed as an Investment Counselor at LEAVELL Investment Management, a registered investment advisory firm. Simultaneously, she served as President and Founding Partner of AMERICAN Financial Search, LLC, which was an executive search firm specialising in the Financial Services Industry.
Kim Davis Unites with ProEquities from Synovus Securities
Ms. Anderson said, “I am delighted to welcome Kim to the ProEquities community. I’m excited about the prospect of working closely with Kim as she leverages her unique and proven gifts to enhance our existing practice management platform and reach the aggressive growth goals we have set for ourselves.”
Ms. Davis said, “Over the years, the firm has developed a reputation for attracting ambitious and entrepreneurial-minded financial professionals, thanks to its ability to deliver responsive service, tailored solutions and direct access to the leadership team.
“I look forward to building upon this legacy, not only by further trumpeting our distinct culture within the market but also by developing high-touch, close relationships with existing financial professionals and advancing their professional development,” Ms’ Davis added.
Ms. Anderson concluded: “with Kim’s leadership, I’m confident that our firm will continue to deliver the tools and services to financial professionals that will allow them to operate efficiently and meet the shifting preferences of their clients.”