CONSORTIUM MEMBER SINCE 2014

Alice F. Davis, CPFA

Relationship Manager

Atlanta Retirement Partners
200 Ashford Center North, Suite 400
Atlanta, GA 30338

Phone  |  770/353-6329
E-mail  |  alice.davis@lpl.com



Member Profile

Client Vision

Alice is a client services manager for Atlanta Retirement Partners, a full service institutional retirement services firm. Our team provides consulting and turnkey strategies for employers seeking responsible guidance for their company sponsored plan. Through hands on educational support for the plan participant, clients can ensure that employees look to retirement with confidence. Atlanta Retirement Partners works with municipalities, schools, tax exempt organizations, and private employers throughout the state of Georgia.


Areas of Expertise

  • Client Services Management
  • Plan design assistance
  • Provider Benchmarking
  • Investment Policy Review and/or Preparation Assistance
  • Education Policy design and implementation
  • Administrative & Practice Management Support

Education/Certification

  • BBA Marketing, Terry School of Business, The University of Georgia
  • Certified Plan Fiduciary Adviser

Outside The Office

Alice’s favorite time is spent with her husband Chris, her two children- Foster & Emory, and their family dog- Bella. With 2 young children, she is often participating in some type of team sport- soccer, baseball, swimming, flag football, and the list goes on! Alice loves to watch college football, especially UGA Football- GO DAWGS!









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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Integrated Financial Group. All Rights Reserved.

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.