Robin S. Davis, CFP®
President, Certified Financial PlannerTM
Robin Davis founded Davis Wealth Management Group and has been designing financial plans and strategies for her clients since 1984. As a senior advisor of Davis Wealth, she currently holds all appropriate industry licenses, insurance licenses, and the esteemed Certified Financial Planner (CFP®) certification. She is the author of an award winning book titled Who’s Sitting On Your Nest Egg? Why You Need A Financial Advisor and Ten Easy Tests For Finding The Best One, which was endorsed by the Financial Planning Association®. Davis is a contributing author for Affluent Magazine and has been a guest on numerous television and radio shows including Oprah and Friends.
Robin is a frequent speaker at different public forums and has held over 500 public seminars on financial issues around the country. She is the founder of the Independent Women’s Forum, a Stuart-based group for widows and divorced women, teaching them the financial knowledge they need to handle their own finances.
Robin lives in Stuart, Florida with her husband and two children.
Michael C. Cummings, CFP®
Securities Analyist & Certified Financial PlannerTM
Michael Cummings grew up on the TreasureCoast and earned his Bachelor’s degree from the University of Florida. He currently holds FINRA series 7 and 66 industry licenses; life, health and variable insurance licenses; and the esteemed Certified Financial Planner (CFP®) certification. An individual who has earned the CFP® mark of distinction has met the education, examination, and ethics standards established by the Certified Financial Board of Standards (CFP® Board).
Michael is a Securities Analyst and Financial Advisor at Davis Wealth Management Group, designing financial plans and strategies for his clients. He holds local seminars to educate the public on financial matters as well as educational seminars for Davis Wealth clients and the Independent Women’s Forum.
Michael works closely with his wife, Anissa, who helps him service his clients. They live near Stuart, Florida and enjoy fishing, diving, golfing, watching Gator football and other Florida activities.
Anissa Cummings
Client Service Specialist
Anissa serves the office in so many ways that it is hard to list them all. She joined the firm in 2003 straight from the University of Florida where she earned a B.S in Business Administration/Finance. Anissa is a problem-solver who thrives on meeting the needs of all of our clients. She plays the key role of helping the firm to stay on top of of the most efficient technological advancements and improvements of operation systems.
Carie Gratz
Client Service Specialist
Carie is the newest member to our firm. She graduated from Florida State University in 2002 where she earned a B.S in Finance. Carie processes all new accounts and assists existing clients with servicing requests. With a background in marketing, she also brings many innovative ideas to our firm.
Debbie Ricupero-Bess
Wealth Concierge
Debbie recently joined our firm the last quarter of 2009. Debbie brings over 20 years experience in the capacity of an Executive Administrative Assistant with excellent customer service skills. She helps everyone in the office to stay on schedule and makes sure that the client files are up to date for all review appointments.
Ingrid Brown
Client Service Specialist
Job role and description.