Bridget Davis

Bridget Davis, AIF®

Wealth Advisor

As a member of the United Iowa Financial team, Bridget Davis provides research for wealth management solutions and assists in implementing and monitoring strategies designed to meet specific client objectives. Resourceful, intelligent and collaborative, Bridget plays a comprehensive role throughout the financial planning process.

Joining our team prior to graduating from Coe College with honors, Bridget utilizes her experience and knowledge to provide outstanding service to our clients. Her desire to learn, attention to detail and pure determination serve the team—and our clients—exceptionally well.

Bridget stays active outdoors and enjoys any chance she gets to hit the slopes, bike, or just take in the scenery. Growing up on a family farm near Williamsburg, and now a Cedar Rapids resident, she enjoys volunteering and working in service to others in her community.

Certifications & Accomplishment:

  • Accredited Investment Fiduciary®
  • Financial Planning Association, Member
  • FINRA Series 7 & 66

Investment Style:

  • Comprehensive, Insightful, Prudent

In the Community:

  • Volunteer, Ronald McDonald House of Eastern Iowa & Western Illinois
  • Volunteer, Brimmer Foundation