I thought I was retiring, but I became so excited about Brighter's mission [sustainable & impact investing] that I couldn't help but get involved.
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ATLANTA (PRWEB) January 20, 2020
Brighter Investing, a full-service financial advisory firm specializing in sustainable investing, has welcomed Susan Davis, CFP®, a 20+ year veteran of Atlanta’s JOYN Advisors, as its new Senior Vice President.
Davis, JOYN’s former Chief Compliance Officer & Executive Vice President, joins former JOYN colleagues Gary Whitehurst and Nancy Sagar, Brighter Investing’s co-founders and CEO/President respectively.
“Susan Davis brings incredible investing, advisory, operations and compliance experience to our core team,” Gary Whitehurst explained. “Even more importantly, she cares deeply about supporting environmental and social issues that challenge our world today.”
Davis calls her decision an “encore to my 30-year career in wealth management."
“When I left JOYN Advisors in 2019, I thought I was retiring,” Davis said. “But once I heard that Gary and Nancy were starting Brighter, I became so excited about their mission that I couldn’t help but get involved.”
“Susan is an absolute joy to work with,” Nancy Sagar added. “Empathy, warmth, skill as an educator & speaker … we’re very excited that she’s chosen to join us on this important journey. In the immediate term, she’ll play an integral role in our educational platform including the Brighter Women’s Series, Brighter Themes and our Sustainable Investing & Business initiatives.”
Davis began her career in financial planning and investing in 1987 and helped open Geller & Associates (the predecessor to JOYN Advisors) in 1991. Over the next 27 years, she held a variety of roles including financial advisor, recruiting, business development, investment operations, leadership, and compliance.
Davis earned her BA in Forensic Studies at Indiana University and her CFP® through the College of Financial Planning. She is particularly passionate about the environment, poverty alleviation, clean water, and women’s empowerment. She’s also known for her deep expertise and public presentations about caregiving for elderly parents, particularly those suffering from Alzheimer’s and dementia.
Brighter Investing is a full-service Atlanta financial advisory firm that helps clients plan for the future using investments that integrate their financial, sustainability, environmental, social, governance and impact goals. As a legal “Public Benefit” entity, the firm has a fiduciary responsibility to the triple bottom line and has committed to deliver specific public benefits, including sustainable investing, financial literacy, and cause education to help Americans become stronger advocates for the issues they care about. Brighter provides sustainable & impact investing services to individual investors, families, family offices, foundations, and endowments. For more information, visit https://brighter-investing.com.