Davis Hines has been a valued member of Merrill’s Global Corporate and Institutional Advisory Services team since joining the firm in 2018. He is dedicated to simplifying his client’s financial lives by helping them define and prioritize their goals. Drawing on the extensive research from BofA Global Research, the investment insights of Merrill and access to the banking and lending capabilities of Bank of America, he works to deliver personalized strategies that address asset allocation, tax-minimization, cash flow and liquidity management, retirement income planning, and wealth transfer.
A native of Albany, Georgia, Davis earned a Bachelor of Science in Finance from the University of Georgia in Athens. He also holds the Chartered Retirement Planning Counselor™ CRPC™ designation.
Davis now resides in Atlanta, Georgia, with his wife, two daughters, and their Labrador retriever. Outside of work, he is passionate about wildlife and the outdoors, enjoys playing golf, is an enthusiastic supporter of UGA athletics, and serves in various roles as an active member at his local church.
Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
