Steve Davis, CFP®

Steve Davis is the founder and CEO of Madison & Elm Wealth Management. Steve is a Certified Financial Planner (CFP®) with over 15 years of experience supporting clients in pursuing their financial goals. He meets with clients in-person or virtually, partnering with them and proactively sharing his expertise in order to help maximize their opportunities. He has the support of a team of professionals at LPL Financial who are specifically equipped to handle the sophisticated needs of higher net worth clients.

Steve attended Kent State University on an athletic and academic scholarship. After graduating magna cum laude with a degree in finance and entrepreneurship, he spent two years as an equity trader. He has been serving clients nationwide as a financial advisor since 2011. Steve lives with his wife and three children in the western suburbs of Chicago.