About Alan

Alan Davis is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management.

As a founding member of The Delaney Davis Group, he has over two decades of experience in the financial services industry, all of them devoted to helping individuals and families navigate the complexities of great wealth.

Alan and the team have a 20+ year history of collaborating together, and he offers clients a continuity of guidance and an extensive skill set for sophisticated investment and planning requirements. He designs tailored portfolios and asset allocations that leverage institutional-quality products and services to create a distinctive strategy for each client. With an investment background that extends to hedging concentrated positions and strategizing for large liquidity events, he is able to deliver an extensive range of capabilities that include wealth transfer, philanthropy, and trust and estate planning.

Over the course of Alan's 26-year career, he has built a reputation for his personalized attention and high-touch service. He began at Credit Suisse and spent two decades with the firm before joining J.P. Morgan in 2015.

Alan received an M.B.A. in Finance and Investments from Georgia Tech College of Business. He earned a B.A. in Management at Presbyterian College.

Alan and his wife live in Atlanta and have three daughters they have successfully launched into adulthood. In his spare time, he enjoys playing golf, traveling, reading, and going to the mountains.

Insights

Markets and Economy

Investing in equities? 3 key questions to consider

September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
Outlook

August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?

September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Wealth Planning

Retirement and estate planning for unmarried couples

September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
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