Beth Davis, CPA, CFP®

kvittitow@kassouf.com
205-443-2579

Ask me about…

Wealth Advisory Services 

 

Manager

Beth is based in the Baton Rouge office location. She specializes in wealth management and advises clients on investment management, financial planning, tax, accounting, and administration of trusts and estates.

Education
Bachelor of Science in Business Administration, Samford University
Master of Accountancy, Samford University

Certifications
Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
Personal Financial Specialist (PFS)
Certified Financial Planner™ (CFP®)

Professional and Community Involvement
Alabama Society of Certified Public Accountants (ASCPA)
American Institute of Certified Public Accountants (AICPA)

Financial Planning Association (FPA)

 

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