Josh Davis MBA, CFP®
Founder and Senior Financial Planner

About / Kathy Santana

kathy@davisprivatewealth.com
Kathy joined Davis Private Wealth, LLC as an Administrative Assistant in 2022 and then became the firms Office Manager in 2025. She is originally from Puerto Rico where she graduated with a bachelor’s degree in Business with Information Systems from the University of Puerto Rico. She lives with her two daughters in beautiful South Florida. She is fluent in English and Spanish. Kathy enjoys spending time with her family, photography, scuba diving, painting and playing tennis.

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