Trey Davis

Trey is a native of Nashville, TN, a rarity given the city’s growing population. An alumnus of Western Kentucky University, he boasts a rich history of competitive tennis that reflects his disciplined and strategic approach to both life and work.

Since graduating, Trey has spent 16 years developing and refining his expertise in providing diverse insurance solutions, and estate planning strategies. He specializes in working with Wealth Advisors on a nationwide basis to deliver tailored life insurance solutions, conduct comprehensive policy reviews, and formulate recommendations for existing and newly contemplated life insurance portfolios.

Trey brings extensive expertise in providing sophisticated guidance to high net worth families, senior executives, business owners, and professionals. His primary focus includes wealth preservation and transfer strategies, traditional insurance needs, policy reviews, and long-term care solutions.

Outside of work, Trey enjoys spending quality time with his two children and exploring new travel destinations.