Tres Davis

William R. “Tres” Davis III is a CERTIFIED FINANCIAL PLANNER™ who works with clients on a wide range of financial topics from retirement planning to tax and estate planning. As a CFP® Professional, Mr. Davis uses a wholistic financial planning process to help identify and address his client’s unique needs.

Prior to his time with IBC Investment Services and LPL Financial, Mr. Davis spent 6 years doing financial planning for AFFCU, a local credit union in San Antonio and before that worked for a boutique financial and tax firm in Fort Worth for 5 years. He attended Texas Christian University and majored in communication and general business as well as received his certificate in financial planning from Southern Methodist University.

Outside of the office, Mr. Davis spends time at his ranch where he manages exotic game in addition to raising angus cattle and longhorns. He is actively involved in the San Antonio community and is a member of the Order of the Alamo, the San Antonio German Club, Texas and Southwestern Cattle Raisers Association and Texas Wildlife Association.