Alan DavisAlan DavisExecutive DirectorWealth Partner
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
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September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read NowFamily social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read NowSocial engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read Now$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read NowPlanning for your family and terminal illness
September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read NowAligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read Now5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowKevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read NowA historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowUsing donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read Now