Ann  Davis

Ann Davis

Operations Manager

Ann Davis serves as Operations Manager of 626 Financial, a Registered Investment Advisor. Her 20 years of client service experience and trained attention to detail, make her an invaluable resource for our clients.

Ann began building her diverse background as a Paralegal working for law firms in Washington, D.C. and Virginia Beach, VA. After moving to the Midwest, she took a position with the University of Michigan to pursue her passion for event planning. Prior to joining our firm, Ann served as Director of Leasing for an office business center, where she further developed her customer-centered approach through daily client contact and enjoyed participating in the success of her clients’ growing businesses.

Ann holds her BS degree in Economics from The Pennsylvania State University and a certification in Corporate Financial and Business Law from The Philadelphia Institute. She holds her Series 66 license. Ann lives in Portage with her husband and has five children.