RP Davis Wealth Planning Group - Northwestern Mutual

RP Davis Wealth Planning Group - Northwestern Mutual Bobby Davis, MM, CLU, CLTC is a Northwestern Mutual and RP Davis Wealth Planning Group Advisor.

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop m...
09/01/2026

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop may be changing. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why sticky inflation, higher debt costs and uncertainty around where AI-related gains ultimately land make diversification especially important. http://spr.ly/6184B1fvca

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence...
08/31/2026

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence. http://spr.ly/6181B1xV4V

08/28/2026

Having enough money is only part of being ready for retirement.

There’s another question that may be just as important.

What are you retiring to?

08/26/2026

Looking for peace, calm, clarity and more? It all comes with the right financial plan, and I can help you get started.

The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. ...
08/25/2026

The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. Here’s why diversification remains important in today’s environment. http://spr.ly/6184B1sRo8

We’re honored to share that Bobby Davis has been recognized by Forbes as a 2026 Best-in-State Financial Security Profess...
08/24/2026

We’re honored to share that Bobby Davis has been recognized by Forbes as a 2026 Best-in-State Financial Security Professional. 🏆

While we’re incredibly proud of this recognition, what means the most is what stands behind it—the trust of the families, business owners, and individuals we have the privilege of serving.

Thank you to our clients for allowing us to walk alongside you through life’s most important financial decisions. Your trust is something we never take for granted, and we look forward to continuing to help you plan intentionally, protect what matters, and build a meaningful legacy.

Congratulations, Bobby! 🎉

08/24/2026

Most parents budget for childcare like it's a grocery run: fixed cost, check the box. But between the backup plans that fall through, sick days, application fees, and the sheer mental load, it adds up to something a lot bigger. If you're trying to figure out how to actually plan for this stage of life, that's exactly the conversation I have with families every day. Let's connect.

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth...
08/24/2026

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture. http://spr.ly/6189BELqXB

Your goals are personal. Your financial plan should be, too. I’ll tailor each phase around what matters most to you.
08/21/2026

Your goals are personal. Your financial plan should be, too. I’ll tailor each phase around what matters most to you.

08/21/2026

Sometimes your why starts long before your career does. ❤️

After losing his dad at just 12 years old, Bobby knew firsthand how quickly life can change. He spent 13 years as a paramedic/firefighter helping people on some of their hardest days—but still felt called to make an even bigger, lasting impact on families.

That calling eventually led him to financial planning.

Being recognized on the 2026 Forbes Best-in-State Financial Security Professionals list is an incredible honor—but what matters most is the why behind the work: helping families prepare, protect what they love, and build a future with confidence.

LegacyPlanning PurposeDrive

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4501 Tamiami Trl N Ste 418B
Naples, FL
34103

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 9pm
Sunday 8am - 9pm

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