CONSORTIUM MEMBER SINCE 2018

Robert Davis

Pinnacle Wealth Management
140 Bridges Road Suite D
Mauldin, SC 29662

Phone  |  864.501.5559
Fax  |  864.416.5266
E-mail  |  rdavis@pinnaclewealthsc.com



Member Profile

Client Vision

A customized and specific financial plan is essential to helping clients work towards their stated goals.  Whether these are personal or business goals, my commitment is always to listen intently and work to develop a strong, sound plan to address those needs. A plan should integrate the financial products that best suit the situation and the needs of the individual. This process helps ensue client satisfaction and helps strengthen our long-term relationship.


Areas of Expertise

  • Business Retirement Plans>
  • Retirement Planning
  • Legacy Planning

Education/Certification

  • BS at Clemson University, Clemson, SC


Outside The Office

In addition to his financial practice, Robbie enjoys golf, swimming, reading, and spending time with his wife, Kaye, and their three children. Kenzy is a junior at Clemson University, Tal is a freshman at the University of Georgia, and Theo is a sophomore at Palmetto High School. Robbie is an active volunteer at his church, Newspring and at Team Greenville.





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TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.