Our Investment Team

ABNB Financial's investment team currently manages $50,000,000 in investment assets, serving over 1,500 credit union members.

We are dedicated to developing lasting relationships with all our clients by helping you assess your financial goals and participate in the management of your finances.

We provide clear, easily understood explanations of financial products and services and how they might benefit you. This personalized approach means that we can develop a roadmap tailored to your unique situation, helping you work toward a more secure financial future for you and your family.  Our investment team members are:

Neal Davis, Senior Investment Advisor    

Neal has been assisting clients in managing their money for over two decades. He believes in “applying common sense and plain English to the world of investing”. Neal specializes in retirement and income planning, but also helps members with college planning, life insurance, and tax reduction strategies. He knows that since every family’s financial situation is different, every investment plan should be tailored to fit their unique needs, especially in today’s ever-changing economy.

In order to be able to offer a wide range of investment products, Neal holds series 7, 63 & 65 securities licenses, as well as Virginia life, health, and variable contracts licenses.  He also has state securities registrations in NC, MD, OH, MI, NY & WA.

Neal earned a B.A. from Hampden Sydney College and a M.S. in Accounting & Taxation from Old Dominion University.

David Robinson, Investment Representative

David’s goal is “to help members plan today so they can live comfortably tomorrow”, and he’s been going just that for over 20 years.  By taking a look at the big picture and educating members on different investment strategies, he’s able to assist in planning for retirement or college, evaluating their life insurance needs, and diversifying their investments. 

In order to help members reach their financial goals, David holds series 6 & 63 securities licenses, as well as Virginia life, health, and variable contracts licenses.  He also has state securities registrations in DE, OH, NH, & CA.

David earned a B.S. in Business Administration from Seton Hall University.

Troy Perry, CFP®/Vice President of Financial Services

As program manager of ABNB’s investment program, Troy believes that thoroughly understanding your investment options and having the right expectations leads to selecting a strategy that works long-term.

Troy has held his CFP (reg trademark) certification since 1996. He maintains securities licenses including series 7, 63, & 65, as well as principal licenses 10 & 24.  He also has state securities registrations in NC, MD, DE, KY, SC, GA, OH, NY, MI, & FL.

Troy earned a B.S. and Masters degree in Business Administration from Virginia Commonwealth University.

We’re looking forward to using our expertise to help you pursue your financial goals!