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As a co-founder, Kym has served as Executive Vice-President and Chief Compliance Officer since 2008, displaying an impressive track record in the retail and finance industry. Over the years, Kym’s strategic vision and relentless pursuit of excellence have been integral to Invicta’s successful growth strategy, with particular contributions to compliance, human resources, finances, and technology.
“Kym’s promotion to President is a testament to our board’s faith in her leadership and her vision for Invicta’s future,” said Barry D. Todd, co-founder of Invicta Financial Group. “Her exceptional ability to steer, foster, and mentor teams, coupled with her dedication to ensuring a balanced financial life for our clients, make her the ideal choice to spearhead Invicta Financial Group’s future growth.”
In her elevated role, Kym will continue to guide advisers and their teams to manage the operational requirements of their businesses, while ensuring a focus on improving the quality of life for each client.
“I am both honored and thrilled to take on this new role and am excited about the future of Invicta Financial Group,” said Davis. “I am looking forward to continuing to serve our clients with unwavering integrity and dedication, alongside our dedicated team.”
Kym resides in Yuma, AZ with her family and two dogs. When she is not driving the vision of Invicta, she enjoys quality time with her family, reading, traveling, and lending a helping hand to others.
About Invicta Financial Group:
Co-founded in 2007 by Kimberly “Kym” K. Davis and Barry D. Todd, Invicta Financial Group, a subsidiary of BDT & Associates, Inc., is a fee-for-service financial services firm that commits to educating clients on achieving and maintaining a balanced financial life, fostering trust, and ensuring discipline.
Press contact:
Tyler Laurel
tyler@bdtgroup.biz
928.344.8000
About Invicta Financial Group
Invicta Financial Group is a veteran owned financial planning company that serves a select group of clients (families/businesses) who desire to achieve a higher quality of life by making smart choices about their money.
