Robin S. Davis, CFP®
President, Certified Financial PlannerTM
After receiving her education in accounting and finance, Robin Davis began her career with a Certified Public Accountant practice, where she specialized in tax codes and tax strategies and was introduced to financial planning for the practice's clients. Later in the management program for a Wall Street firm, she earned her Series 24, 63 and 7 securities licenses.
Intent on returning to her first love, financial planning, Robin founded her own company in 1984 in Middleton, New York in the lower HudsonValley. Believing that to best serve her clients, she should have in-depth knowledge of all the tools of financial planning, she studied to become a Certified PlannerTM (CFPR) and earned both her CFP designation and her life insurance licenses.
After marrying and becoming a new mother, Robin and her husband decided to make their home in Stuart, Florida, and that was the beginning of Davis Wealth Management Group in South Florida. Robin continues to provide financial planning services to her loyal and longstanding New York clientele, many of whom are the offspring of clients she continues to serve to this day.
Robin is a registered representative of and offers securities through Summit Brokerage Services, Inc. Member FINRA & SIPC, and advisory services through Summit Financial Group, Inc., a registered investment advisor.
Michael C. Cummings
Securities Analyist & Wealth Advisor
Michael grew up on the Treasure Coast and earned his Bachelor's degree from the University of Florida. Mr. Cummings holds FINRA series 7 and 66; and life, health, and Variable Insurance licenses. Michael is a Securities Analyst and Financial Advisor for Davis Wealth Enhancement. He enjoys fishing, diving, golfing, and other Florida activities.
Susan J. Shandra, Registered Investment Advisor
Wealth Advisor
Sue is a Registered Investment Advisor and has been in the financial industry since 1996. She holds FINRA licenses series 6,7,24,63, and 65. Sue works with some of the leading products available for her clients including, but not limited to Variable Annuities, Fixed Annuities, Mutual Funds, REITS, Third Party Management, and ETF's. She continues to build her clientel in both New York and Florida.
Anissa Cummings
Chief Operating Officer
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.
Esther Leidig
Wealth Concierge & Client Service Specialist
Esther is the first voice you hear when calling our office and the smile that greets you when you come in. 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. Esther recently graduated from Liberty University where she earned a B.S in Accounting. She is currently studying for her CPA.