W. Larry Davis
Retirement Plan Consultant
Larry Davis is a Retirement Plan Consultant in the Knoxville office with SageView’s Southeast Team. Larry assists clients with plan reviews, recordkeeping relationships, vendor management, plan design consulting, compliance, fiduciary oversight, benchmarking and the selection/monitoring of plan investments. He partners with his clients to provide best practice solutions and utilizes SageView’s proprietary analytical tools to help his clients understand and mitigate the fiduciary risks associated with qualified retirement plans. Larry has spent his entire career in the retirement services industry with a focus on ERISA qualified retirement plans.
Prior to joining SageView in 2015, Larry served as a Relationship Manager in the retirement plan services industry for over 25 years in the institutional trust divisions of two super regional banks. His client base covered the for-profit and not-for-profit space (including government entities, higher education, endowments and foundations). His passion is relationship development and providing the exceptional quality service that his clients deserve and expect.
Larry earned his Bachelor’s degree in Political Science and Business from Carson-Newman University. He holds the Series 6, 63 and 65 securities registrations.
Larry and his wife, Nancy live in Knoxville. They both enjoy the outdoors, especially hiking and mountain biking. Knoxville is a perfect location for these outdoor activities as it is surrounded by many lakes, rivers, parks and the Great Smoky Mountains National Park.