Who We Are — Centric Capital Advisors

FINANCIAL PROFESSIONALS

WITH A DEEP PASSION FOR ADVISING OUR CLIENTS

OUR LEADERSHIP

ABOUT US

Centric Capital Advisors was founded in Los Angeles, and is an Independent Investment and Insurance advisor practice in Lake Village, Arkansas, on beautiful Lake Chicot. We have team members based in Florida, Tennessee, Colorado and Los Angeles. We are a diverse and unique team of advisors with varied multi-generational experience.

Our goal is to provide objective and unbiased financial planning to help you manage, grow and protect your assets through life’s transitions. We strive to continuously expand our individual and collective knowledge as we believe this provides a best-in-class experience for our clients.

WE STRIVE TO PROVIDE UNBIASED ADVICE YOU CAN TRUST

We know you have a unique set of needs, goals and concerns. We also understand that you need an objective partner who delivers advice based solely on an intimate understanding of your needs and objectives. Through our strategic planning process, we offer you the resources and knowledge you need to reach your goals, and keep you accountable along the way. By leveraging the right technology, we both keep on top of your performance and help ensure the information you need is always at your fingertips.

Roger C. Davis Photo

Roger C. Davis Hover Photo

Roger C. Davis

ROGER C. DAVIS

CEO

roger@ccafam.com

870-265-1359

Roger Davis is a wealth manager, speaker, and author of Wall Street’s Just Not That Into You: An Insider’s Guide to Protecting and Growing Wealth (Bibliomotion, 2015). Roger's experience has been broad, ranging from the completion of a $50,000,000 private bond offering to managing endowment assets for a large southeastern seminary. Roger is the founder of Centric Capital Advisors, and Roger has served as an advisor to Deposit Guaranty National Bank and later its successor, First American National Bank.

Prior to the formation of Centric Capital Advisors, Roger was Senior Vice President at UBS Financial Services. From 1996 to 2000 Roger was a partner at J.C. Bradford & Co. where he served as a member of the senior advisory council. Roger has worked as a financial advisor since 1992, beginning his career at Dean Witter Reynolds in Jackson, Mississippi.

In addition to Roger's experience managing money and executing large transactions, Roger has practical business experience as a board member and shareholder for several successful private companies. Roger has served numerous non-profits as a board member. Roger received a Bachelor’s Degree from the University of Mississippi in 1991 and lives in Lake Village, AR with his wife and two children.

Brendan Morad Photo

Brendan Morad Hover Photo

Brendan Morad

Manager of Insurance Services

BRENDAN MORAD

Manager of Insurance Services

bmorad@centricca.com

310-579-9123

My professional focus is to provide support to our clientele both through the life insurance application process and through the life of the policy. I procure policy documents and up-to-the-minute information for the client to help them know how the policy is performing and if any adjustments may be necessary in order to keep it performing optimally. I support the initial insurance process to ensure the most efficient solutions are realized for the benefit of the client.

I have earned the Fellow Life Management Institute (FLMI), Associate Financial Services Institute (AFSI), and Associate of Customer Support (ACS) designations from the Life Office Management Association (LOMA). This designation provides an industry-specific training of the insurance and financial services industry—including product knowledge, regulatory challenges, quantitative/financial concepts, insurance’s role in financial planning, and a bird’s eye view of how the life insurance industry operates as a whole.

During my free time I enjoy travelling, attending concerts and playing music. I am an avid runner and have competed in a marathon race every calendar year since 2011. I am a native Southern California resident and currently reside in Playa Vista.

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