09 Feb Anna Katherine Davis
Anna Katherine’s primary role is to provide our clients and advisors with exceptional service and support during each phase of the wealth management process and with day-to-day needs. She enjoys working with families and engaging the next generation by helping them start on their own financial plans.
Prior to joining Gratus, Anna Katherine worked for a national financial services provider in Dallas, Texas, where she focused on high net worth customer service and trading. She moved to their Atlanta branch in 2016 and worked as a Relationship Manager supporting financial consultants and their clients.
Anna Katherine graduated from the University of Alabama with a Finance degree, specializing in Personal Wealth Management. At her previous firm, she held her Series 7, 63, 65 and insurance licenses. Anna Katherine obtained her CFP® certification in March 2018, and she earned the estate planning designation, CES™ (Certified Estate and Trust Specialist™) in August 2019.
Anna Katherine is a member of the Junior League of Atlanta (JLA), an organization of women committed to making lasting transformation in the Atlanta community through voluntarism and civic leadership.
Outside the Office
Anna Katherine lives in Atlanta and enjoys spending time with friends, cooking, and watching Alabama football.