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July 12, 2010 No Comments

The Story of Scenic Wealth Management

The story of Scenic Wealth Management began in the 1920s in Memphis, Tennessee where Joe H Davis was a young man working as the elevator operator at First National Bank.  Each day, he would escort the bank executives to their offices on the sixth floor.  Impressed with his interpersonal skills they began to take him under their wing and soon promoted him first to the mail room then to a position selling war bonds to fund the military efforts in World War II.  After the war, Mr. Davis established himself as a leading fixed income salesman throughout the southeast United States.

In a career lasting six decades, Joe Davis Sr. attained Executive Vice President and built First Tennessee Bank’s fixed income desk into one of the top desks in the country.  The son of a Presbyterian minister, Joe used honesty and integrity to become one of the most influential people in banking in the United States serving as Treasurer of the American Bankers Association and he was a featured speaker with Dale Carnegie (author of How to Win Friends & Influence People) on leadership.

In the 1960s, his son Joe H Davis, Jr. began in banking after graduating from Vanderbilt University and serving active duty in the US Army.  Utilizing the proven techniques of his father, Joe Jr. worked his way through the retail division to eventually head the Metropolitan Division at First Tennessee Bank before ending his career in 1996 as Executive Vice President overseeing consumer lending at Leader Federal Bank.

Throughout his thirty-three years in banking, Joe Jr. refined and adapted the skills inherited from his father and achieved success in his own right.  A firm believer in service and philanthropic giving, he served on numerous charitable boards including as Chairman of LeBonheur Children’s Hospital and the Salvation Army – Memphis Advisory Board.

Jeff Davis, founder of Scenic Wealth Management, began his advisory career in 2000 after graduating from Briarcrest Christian School in Memphis, Tennessee and the University of Tennessee at Knoxville.  At Briarcrest, Jeff was a three sport MVP and all-state athlete in football and track.  During his senior campaign, Jeff was an all-state Quarterback and Safety under the direction of current University of Mississippi Head Coach Hugh Freeze and held numerous individual and team records upon graduation.  While an undergraduate at Tennessee, Jeff worked in the Tennessee football office and served as assistant to Assistant Head Coach and Offensive Coordinator David Cutcliffe working with two of Tennessee’s most beloved quarterbacks, Peyton Manning and Tee Martin.

During this time, Jeff was exposed to complex financial planning when his parents included him in estate planning and investment discussions.  The concept of game plan construction through knowledge was a skill he had learned from Cutcliffe, Manning, and Martin and the epiphany that that skill carried into financial planning opened a whole new set of career doors.  Upon graduation, Jeff began his advisory career working for such Wall Street firms as Morgan Stanley, Wells Fargo, and Merrill Lynch.

While at Merrill Lynch, Jeff established himself as a leading national provider of wealth management services to coaches.  Driving forty thousand miles a year, he traveled throughout the country establishing relationships with the most recognizable coaching names in the country and quickly was considered among the preeminent advisors to coaching families.  After an eleven year career with leading Wall Street firms, Jeff founded Scenic Wealth Management in July, 2010.

Utilizing the generations of knowledge of financial disciplines and interpersonal skills, Jeff has made certain that the influences of his father and grandfather are constantly displayed to all people.  The disciplines used by the Davis family have been tested through the Great Depression, six global wars, fifteen Presidents of the United States, Hitler, Stalin, tech bubbles, real estate bubbles, assassinations, scandals, and every other imaginable investment environment.

With nearly one hundred years of financial experience, the financial and life guidelines established by Joe Sr. and passed along to his son and grandson still hold true today: work hard, save your money, and invest wisely; treat people with respect and always be a man of your word.