About Ronald J. Davis, Jr.
At Apogee Family Office, we understand the complexities of managing wealth in today's hectic world. It is a highly complex, time consuming process, requiring coordination of numerous experts in areas of investment management, charitable giving, banking, insurance, tax and estate planning. Our team complements your current advisors services by providing a truly holistic perspective on a variety of subjects. We can perform services on an annual or a ala carte basis. Our mission is to help you maximize your advisors value and time. We pride ourselves on combining next-generation technology and specialized services to help you achieve peace of mind in all aspects of your life. Our clients range from first generation entrepreneurs to financially sophisticated, multi-generational families. Yet, as diverse as they are, they all share a commitment to investing in their families through strategic wealth planning on behalf of the current and future generations. We are honored by our clients trust and we are dedicated to living up to it in every way.
Accountant Details
Education and Degrees
BSBS - The Citadel MBA - University of South Carolina JD - University of South Carolina
Languages Spoken
Ronald Davis, Jr. provides accounting services to clients in the following language(s):
- English
Specialties and Skills:
Contact the accountant directly to find out about learn more about their skills and specialties, since not all may be listed. All CPAs, including Ronald Davis, Jr., have at the minimum an undergraduate degree in accounting verified by the state board of accountancy, and have passed a rigorous national exam. All certified public accountants must also adhere to mandated continuing education requirements, set by the state in which they are licensed.
- Basic Accounting Services
Industry Specialties
- No Industry Specialties
Professional Memberships
Ronald Davis, Jr. has not provided any professional membership details.
Contact Information
Address:
Ronald Davis, Jr.3300 Cumberland Boulevard, Suite 300
Atlanta, GA 30339
Phone Number:
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Fax Number:
404-419-7101
Website:
www.apogee360.com/
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