Davis Bennett

Born and raised in Charlotte, North Carolina, Davis has deep roots in the community he now serves. A graduate of Myers Park High School, he developed an early interest in finance through his involvement in DECA while also competing on the school’s soccer team. That passion led him to Appalachian State University, where he earned a Bachelor of Science in Business Administration in Economics. After graduation, Davis gained valuable professional experience as an Assistant Project Manager before deciding to pursue a career that aligned more closely with his education and long-term goals. Drawn to the people, culture, and opportunities for growth at Consolidated Planning, he joined the firm eager to build meaningful relationships and make a positive impact on clients’ lives. 

As a Financial Representative, Davis is passionate about helping individuals make informed financial decisions and build a strong foundation for their future. He has a particular interest in working with medical professionals who are early in their careers, including residents and physicians, helping them navigate challenges such as student loan debt and establish healthy financial habits before focusing on more advanced strategies. Davis believes that helping clients build a strong financial foundation begins with trust, education, and a genuine commitment to understanding each client’s unique goals. His client-first philosophy, combined with his love for working directly with people, enables him to create lasting relationships while helping clients pursue financial confidence and long-term success. 

Outside of the office, Davis enjoys spending as much time outdoors as possible. Whether he’s playing soccer or basketball, exploring the mountains, or hitting the slopes on a ski trip, he thrives on staying active and embracing new adventures. A lifelong sports enthusiast, he also enjoys following soccer, football, college basketball, and Formula 1. Davis makes it a point to take a memorable ski trip out west each spring and hopes to check skiing in the Alps off his bucket list in the near future. His enthusiasm for connecting with others, combined with his appreciation for teamwork, adventure, and personal growth, reflects the same energy and dedication he brings to serving his clients every day. 

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Consolidated Planning, Inc. is not an affiliate or subsidiary of Guardian.