Posted on Aug 28, 2021
It was great to have one of our own members, Kevin Davie, speaking to us last Wednesday evening. Kevin  discussed trends in responsible investing; the investment community meets the boardroom.  Environmental, social, and governance data and decisions have never been as prevalent in the business and investment landscape as they are today.  
 
Kevin is a Partner at Campbell Morrison Wealth Management
 
Background and Experience
"Kevin came to the Wells Fargo Advisors Fort Collins branch from the home office in St. Louis, MO, where he is originally from. He then made the transition to Wells Fargo Advisors Financial Network as part of the Campbell Morrison Wealth Management practice in May 2019. Over the years he has excelled in customer centered roles that involved listening, relationship building, educating, and problem solving. Previous work experiences and roles include retail and commercial sales, small business owner, and working as a Graduate Assistant while completing his MBA. More recent roles have been in the financial services industry. 

Kevin’s educational background includes a B.S.B.A in Financial Economics with a minor in Finance obtained in 2008 from Southeast Missouri State University. After graduation he obtained his MBA, with an emphasis in Management, in 2011. Kevin earned his CERTIFIED FINANCIAL PLANNER™ certification in February 2020." Campbell Morrison Wealth Management