Keith Davis, CFP®

“Keith began his professional investment management journey in 2001 after enjoying a rewarding five year career as a high school educator in Phoenix, Arizona. Starting as a financial advisor with A.G. Edwards & Sons, Inc. in their Incline Village, Nevada Office, Keith obtained his Accredited Asset Management Specialist® Designation, was promoted to Vice President - Investments and proudly served as an A.G. Edwards advisor through their acquisition by Wachovia Securities in 2006, and Wachovia Securities’ later acquisition by Wells Fargo Advisors through his departure in 2009.

Keith served as Senior Vice President -- Investments with a local independent firm in Reno, Nevada, before he and his family relocated to Arizona in 2012. It was here that Keith joined the team at J.P. Morgan Chase Wealth Management and enjoyed a 10 year career as Vice President and Chase Private Client® Advisor, serving both the Phoenix, Arizona and Reno, Nevada markets. In 2017, Keith earned his Certified Financial Planner® designation and also a enjoyed a brief stint with the J.P. Morgan Private Bank in their Scottsdale, Arizona Office in 2018-2019.

Keith has been married to his wife Connie for 22 yrs. and is the proud father of three children – Kyleigh, Schuyler and Jarrett and (as of this writing!) two grandsons, Owen and Oliver. Keith is an avid traveler, reader, lifelong tennis junkie and lover of life-long learning and education.

In December, 2022, Keith founded Calypso Wealth Management, where he looks forward to helping clients plan for the future they envision through the delivery of integrated and comprehensive wealth management and advice.