Ameriprise Financial Services
46yrs
Top advisor by experience in Williamsville
35yrs
Based in Williamsville, New York, William Davis is a fiduciary financial advisor with 35 years of industry experience. William has been with O'Bannon & Davis since 2023. O'Bannon & Davis offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 522 advisors with offices in Williamsville, and one of 459 fiduciaries.
At a glance
Experience35 years (since 1992)
How that compares ?Top 9% by experience nationwide
Office6265 Sheridan Drive Suite 118, Williamsville, NY 14221
FirmO'Bannon & Davis
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$149,343
States licensed ?1 state
Services through O'Bannon & Davis
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowO'Bannon & Davis Inc.Current firm
Contact William
(716) 856-7555O'Bannon & Davis main office 6265 Sheridan Drive Suite 118Williamsville, NY 14221Office · Get directions Firm websiteHTTPS://WWW.OBDW.COM
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Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call O'Bannon & Davis at (716) 856-7555 and ask for William Davis. William works from the Williamsville, NY office.
How long has William been a financial advisor?
William has been in the industry since 1992, about 35 years. Top 9% by experience nationwide.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
O'Bannon & Davis reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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