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Amelie Davis

Client Service Manager, RWM

678-489-7494

Amélie brings 20 years of experience in the financial services industry, where she is recognized for her commitment to excellence in client service, office administration, and human resources support. She joined Reveille Wealth Management in 2021, where she plays a multifaceted role in ensuring both client satisfaction and operational efficiency.


In her current position, Amélie is responsible for a broad range of duties, including client onboarding, marketing coordination, event planning, and the preparation of detailed client reports. She also manages complex service tasks such as account openings, transaction processing, loan servicing, and issue resolution. Her ability to respond promptly and effectively to client inquiries—whether by phone, email, or in person—reflects her dedication to building strong, lasting relationships.


In addition to her client-facing responsibilities, Amélie serves as the Office Administrator and Human Resources Specialist. In these capacities, she supports internal operations, assists with recruitment and employee engagement, and helps maintain a positive and productive workplace environment.


Prior to joining Reveille, Amélie spent seven years at Morgan Stanley and nine years at UBS as a Client Service Associate, where she developed deep expertise in financial operations and client relationship management.

Originally from Paris, France, Amélie relocated to Georgia in 2005. She currently resides in Douglasville with her daughter, McKenzie and their dog Smokey. Outside of work, she enjoys cooking, baking, being outdoors, art and music.


“To give real service, you must add something which cannot be bought or measured with money—and that is sincerity and integrity.” – Douglas Adams


Amelie Davis
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TM

Ocala

2201 SE 30th Ave.

Suite 201

Ocala, FL 34471

 

Ph: (352) 671-5310

F: (352) 671-5313

The Villages

4048 Wedgewood Lane

The Villages, FL 32162

 

Ph: (352) 750-6050

F: (352) 750-6095

Peachtree City - HQ

525 Westpark Drive

Suite 100

Peachtree City, GA 30269

Ph: (678) 489-7314

TF: (866) 980-3230

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