Lee Davis

Born and raised in Athens, Georgia, Lee Davis spent much of his formative years competing in sports and participating in the YMCA as one of “Kelley’s boys.” His passion for tennis earned him a scholarship to Texas State University, where he graduated in 1980 with a Bachelor of Business Administration in Accounting.

Lee began his investment career with Merrill Lynch in 1983 before joining Morgan Keegan in 1995. He became part of Raymond James when the firm acquired Morgan Keegan in 2012. Today, he draws on more than four decades of experience to help clients navigate financial decisions and support their personal and family goals.

Lee’s approach to asset management centers on crafting portfolios aligned with each client’s goals while maintaining a careful focus on risk management. He also draws on his extensive experience to help clients consider estate and tax planning needs, coordinating with their CPAs and attorneys as appropriate.

At The Avenue, Lee values the opportunity to build lasting relationships and help clients plan for what matters most to them and their families.