O'Bannon and Davis Inc
About Us
O’Bannon & Davis is a New York State Registered Investment Advisory firm and an independent insurance agency serving individuals, small- and medium-sized businesses, and even not-for-profit organizations. Our comprehensive services run the gamut and, as brokers, we’re able to deal with virtually all companies admitted to do business within the United States. This enables us to provide you cost effective solutions that are custom tailored to your specific needs.
We’ll even provide you with a no-obligation consultation to assess where you currently stand with your financial and insurance planning.
Bill Davis
- State University of New York at Buffalo, BA in Economics 1990
- MetLife, Registered Representative 1991-1992
- Holds a New York State Life, Accident & Health license.
- Served as senior portfolio manager for Courier Capital Corporation, and helped develop the firm’s 401k business.
- Successfully completed all courses for Certified Financial Planner curriculum at Florida State University.
Wesley Austin, CFP
- Graduated from the University at Buffalo with a B.A. in Finance (2019).
- Began career as a Registered Representative with Equitable (2019-2021).
- Holds a New York State Life, Accident & Health insurance license.
- Joined O'Bannon & Davis Inc. in March 2021.
- Earned a Certificate in Financial Planning from the University of Georgia Terry College of Business (2024-2025).
- CERTIFIED FINANCIAL PLANNER professional (2025).
- Member of the Certified Financial Planning Association of WNY since 2025.
Rosanne Davis, CPA
- St Bonaventure University, B.A. in Accounting, 1986
- Medaille College, Masters in Elementary Education, 2009
- Certified Public Accountant
- KPMG Peat Marwick, 1986-1989
- Onyx Advisors, LLC, 1989-2004
- Elementary Teacher
- Nardin Academy, Grades 1-6, 2011-2014