Peggy Hall-Davenport, CFP®

Connect with Peggy: EmailFINRA's BrokerCheck

CERTIFIED FINANCIAL PLANNER™

CERTIFIED FINANCIAL PLANNER™

 

Peggy Hall-Davenport, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® She provides technically advanced financial planning to individuals and their families in a new team setting. 

Peggy has been a planning professional for nearly 39 years and previously ran her own financial planning practice, Hall-Davenport Wealth Strategies, for nearly 30 years. Impressed by the firm’s strong reputation in the community and team-based approach, Peggy joined forces with The Center in 2017 as a Senior Financial Planner.

Peggy is a community leader and lives in Brighton Township with her husband, Rick. In her personal time, she enjoys gardening, cooking, swimming, studying genealogy, travel, and spending time with their sons’ families in Brighton and Troy.

Education:

  • Bachelor of Business Administration, Business, Magna Cum Laude, Cleary University

  • Certificate of Financial Planning, College for Financial Planning

Licensing & certifications:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

  • Series 7, Series 24, Series 51, and Series 63 Securities Licenses

  • State of Michigan Life and Health Insurance Licenses

LEADERSHIP & COMMUNITY INVOLVEMENT:

  • Financial Planning Association, Member Since 1983

  • Brighton Rotary, Past President

  • Rotary International, Member Since 1998

  • Brighton Optimist Club, Member Since 1989: Created and organized a signature program, Spring Break Fun Day, which serves a few hundred children each spring

  • Livingston Sunrise Foundation, Past President

AREAS OF FOCUS & INTEREST:

  • Working with families and women

  • Legacy planning for families

  • Charitable giving