About Us

Because you should be treated like a big fish…

If you’ve ever felt like you were getting treating more like a number than an individual, you’ve come to the right place. You won’t be asked for a minimum level of investment, nor will anyone look down their nose at you for asking basic questions. Because, while we provide expert counsel to businesses and individuals with large nest eggs and comprehensive insurance needs, we also treat our smaller clients with the very same care.

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 planning.

Bill Davis

Having begun his career at one of the financial giants, Bill Davis has continued to distinguish himself throughout his career, now spanning two decades. Bill decided that he wanted to help people on a more personal basis and joined forces with Brian O’Bannon in 1993. In 1997, the O’Bannon Agency became O’Bannon & Davis.

Bill throws his whole heart into everything he does, whether it’s researching funds, developing investment and insurance strategies or coaching his daughters’ sports teams. Before he ever makes a recommendation, he listens to your story and gathers the whole picture of where you are now and where you want to go.

• State University of New York at Buffalo, BA in Economics 1990
• Holds a Financial Industry Regulatory Authority, Inc. (FINRA) series 7, 63, 65 licenses.
• 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.
• Moved his investment advisory business back to O’Bannon & Davis in 2009.
• Past board member of Shea’s Performing Arts Center Rising Stars.
• Member of St. Mary’s Church audit committee.

If you’ve hoped to find a straight talking financial advisor to build your retirement portfolio, or even if you’d just like a second opinion on an investment or insurance matter, Bill would be happy to be your expert resource.

Brian O’Bannon

Brian O’Bannon has an absolute wealth of knowledge and experience in the insurance industry. In fact, he began his career in insurance at a time when a computer filled an entire room, the lunar landing was a distant dream and cars were only beginning to have seat belts (as an option!).

As a man who’s seen innumerable changes to the insurance industry through the decades, Brian has the kind of institutional expertise that you don’t find everyday. He carefully listens to your specific needs and evaluates which insurance options will truly suit your lifestyle.

Some of Brian’s career highlights include:

• Graduated Hobart College in 1960; Joined Connecticut Mutual Life Insurance Company
• Served on the board of Directors of the Buffalo Life Underwriters for six years, and as President in 1971.
• Life Member of the Million Dollar Round Table.
• Recipient of the National Quality Award.
• Life Underwriter Training Council instructor for five years.
• C.S.A. designation (Certified Senior Advisor).
• Awarded the 1,000 Points of Light in 1991.
• Served for 14 years as a Councilman in the Town of Tonawanda.
• Board of Directors and Charter President of the Ken-Ton Friends of Youth Foundation.
• Recognized by the Anorexia Bulimia Buffalo Assoc. for outstanding contributions in fund raising.

Brian formed the O’Bannon Insurance Agency in 1980 and has won the loyalty of countless clients ever since. He’d love to make you part of the family too.