Five Star award winner Ethel J Davis

PROFESSIONAL ACCOMPLISHMENTS

AWARDS

Five Star Wealth Manager award winner 2012-2013, 2016, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
Member of the Kansas City Business Journal Women Who Mean Business
Kansas City Magazine Influential Women
Rotary's Service Above Self Award
Rotary's Paul Harris Fellow Award
Member of Expert Network — an invitation-only service for distinguished professionals
Member of Heritage Who's Who in America
Forbes Wealth Management 2017 and Beyond
Kansas City's Top Minority-Owned Business – 2016
2019 WealthManagement.com Thrive Award
2019 International Professional Businesswoman Award
CIO Women Influencer of 2023
5 Black Female Entrepreneurs to Watch 2023
Kansas City Business Journal's Twenty Financial Professionals to Know

PROFESSSIONAL AFFILIATIONS

Advisory Board Member of the High-Definition Women's Network

Amazon Best Seller: Dear Fear: You Can't Have My Journey

WM Thrive Awards-Growing Advisors in the U.S 2019

Fortune Magazine Women in Wealth of 2020 and 2021

Top 20 Most Successful Women Leader of 2021 - The Corporate Magazine

Top Financial Advisors in America - 2023

KC Business Journal - Twenty To Know Financial Services - 2023

Compliance - Candidates for this award are judged on ten eligibility and evaluation criteria associated with providing quality services to clients. These criteria include industry credentials, experience, and assets under management, the number of households served, among other factors. Professionals do not pay a fee to be considered for or placed on Five Star Wealth Managers' final list. Wealth managers are defined as individuals who help their clients prepare a financial plan and/or implement aspects of their plan. Once awarded, wealth managers may opt to purchase additional profile space or related award promotional products.

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This award was issued on 01/01/2025 by Five Star Professional (FSP) for the time period 04/10/2024 through 10/31/2024. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2000 Kansas City-area wealth managers were considered for the award; 121 (6 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 1,897, 136, 7%, 1/1/24, 4/10/23 - 10/31/23; 2023: 1,843, 138, 7%, 1/1/23, 4/18/22 - 10/21/22; 2022: 1,670, 128, 8%, 1/1/22, 4/20/21 - 10/15/21; 2021: 1,678, 118, 7%, 1/1/21, 4/20/20 - 10/23/20; 2020: 1,579, 115, 7%, 1/1/20, 4/1/19 - 11/13/19; 2019: 1,574, 134, 9%, 1/1/19, 5/11/18 - 11/27/18; 2018: 1,387, 119, 9%, 1/1/18, 5/17/17 - 11/30/17; 2017: 952, 212, 22%, 12/1/16, 3/26/16 - 11/28/16; 2016: 880, 216, 25%, 11/1/15, 5/20/15 - 10/15/15; 2015: 1,572, 201, 13%, 12/1/14, 5/20/14 - 10/15/14; 2014: 785, 176, 22%, 12/1/13, 5/20/13 - 10/15/13; 2013: 766, 203, 27%, 12/1/12, 5/20/12 - 10/15/12; 2012: 676, 200, 30%, 11/1/11, 5/20/11 - 10/15/11.

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VZD Capital Management, LLC("Advisor") is a registered investment adviser located in Overland Park, Kansas. Ethel J. Davis, Advisor, complies with the current filing requirements imposed upon registered investment advisers by those states in which Advisor maintains clients. The Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor's website is limited to disseminating general information about its advisory services, together with access to additional investment-related information, publication, and links. Accordingly, the publication of Advisor's website on the internet should not be construed by any consumer and/or prospective client as Advisor's solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the internet. A copy of the Advisor's current written disclosure statement discussing the Advisor's business operations, services, and fees is available upon written request.

Past performance may not be

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.