The Generational Wealth Education Initiative, Inc. ("Davis Generational Wealth") was started by Taylor Davis to encourage families and individuals to start conversations about retirement, investments, and responsible money practices in order to increase financial literacy, lead an informed financial lifestyle, and help prepare for the inter-generational transfer of wealth.
We are passionate about ensuring other families and communities having the same financial conversations that we have in the Davis household. We are a father-daughter team sharing best practices.
Taylor Davis currently lives in New York City and works in the financial services industry. Taylor graduated cum laude from Howard University with a B.B.A. in International Business in 2015. Taylor took an early interest in investments and financial literacy with the encouragement and knowledge from her parents. Taylor has since been involved in financial clubs, corporate events, and investment clubs- even founding her own with her college friends post-graduation. Taylor's passion is to further financial literacy within her generation and the African-American community.
Duane has worked for a not for profit financial institution since June of 2015. He has over 34 years of experience in wealth
management. He received his Bachelor of Science degree in Business from Morehouse College. Duane is a Certified Financial Planner (CFP®), Registered Financial Consultant (RFC), and a Certified Investment Specialist (CIS). Duane has appeared in Forbes magazine, USA Today, The Washington Post, and the LA Times. He has also given investment lectures at numerous universities including Harvard, Yale, Columbia, and Morehouse College. Duane has authored two investment guides: A Guide to Building, Growing, and Maintaining a Stock Portfolio and A Guide to Starting and Maintaining an Investment Club.