Kyle Davis
Case Design Specialist
- Telephone
- (615) 468 - 8048 ext. 7015
- kdavis@legacytreefoundation.org
Kyle Davis came to LegacyTree Foundation with over 13 years’ experience in the financial services industry as a Financial Advisor among other roles before entering the charitable planning industry.
Kyle holds a Series 7 and 66 securities license as well being a licensed Life, Health and Accident agent with the well-respected investment firms of Morgan Keegan, CUNA Mutual and VALIC/AIG. He is a certified paralegal with previous experience in insurance defense, state licensing, and marketing operations.
He has been recognized as a top producer and has received numerous awards. Kyle holds a certification in Retirement Planning from the Life Underwriters Training Council and has obtained his MBA.
Kyle and Kelly, his wife of over 11 years reside in Murfreesboro, Tennessee along with their daughter Madeline. Kyle is an avid sports fan, competitive bodybuilder and officiates wrestling for the TSSAA and NCAA.