Anthony Davis is a Tax Accountant who combines a strong foundation in finance and accounting with a passion for continuous growth and client service. He earned a Bachelor of Science in Finance and Accounting from DeSales University and holds the Series 7, Series 63, and Series 65 registrations, as well as a Pennsylvania Life and Health Insurance license.
Dedicated to professional development and lifelong learning, Anthony enjoys helping clients address complex financial and tax matters with confidence. As he advances in his career, he is working toward achieving his Certified Public Accountant (CPA) designation to further expand his expertise and better serve clients.
Outside of the office, Anthony enjoys hiking, reading, and exploring new topics and ideas. As someone who played football for more than 10 years, he remains an avid fan of the game and values the teamwork, commitment, and perseverance that have shaped both his personal and professional life.
Professtional Certifications*
- B.S. — Finance and Accounting — DeSales University, Allentown, PA
CONTACT ANTHONY
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*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers Inc. is engaged, or continues to be engaged, to provide investment advisory services.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Valley National Advisers Inc. does not serve as an attorney, accountant, or insurance agent. Valley National Advisers Inc. does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Valley National Advisers Inc.) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.valleynationalgroup.com.