Bridget Davis

Bridget Davis, AIF®

Wealth Associate

One of the newest members of the UIF team, Bridget Davis provides operational support to our Wealth Advisors to help them maximize the benefits we provide to clients. Resourceful, intelligent and collaborative, we’ve come to rely on Bridget whenever spur-of-the moment tasks arise that create additional opportunities for our clients. Her desire to learn, attention to detail and pure determination serve the team—and our clients—exceptionally well.

Having recently completed her licensing exams, Bridget has enjoyed working closely with our senior advisors, all of whom have different specialties and take a different approach to investing. Exposure to these different styles has guided her own approach and helped her define the path she wants to take in her career.

Bridget is an outdoor enthusiast, and relishes any chance she gets to paddle board, hike, or just take in the scenery. She also like to give back to her community and volunteer for causes that help others on both a micro and macro level.

Certifications & Accomplishment:

  • FINRA Series 7 & 66

Investment Style:

  • Comprehensive, Insightful, Prudent

In the Community:

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