Jeff S. Davis, ChFC, CLU Financial Consultant

Jeff S. Davis has a well established business located in Palm Harbor, Florida. The office is housed in the Palm Harbor Professional Center. The office was formerly located in the Thompson-Jukes House in the historic district of Tarpon Springs for 12 years.

Jeff’s practice is a culmination of over 40 years in the financial services industry. He graduated summa cum laude from the University of Florida in 1972 with a BSBA in Marketing and Management. In addition, he holds the designations of a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College. Jeff has also been recognized nationally as a member of the prestigious Elite Producer Group in 2005.

Jeff’s benchmarks include: Hallmark IV, Circle of Excellence, 25 time Centurion, Order of Excalibur, Equitable Advisors’ Hall of Fame, Diamond Life Award (40 years National Leaders Corps), Equitable Advisors Southern Regional Honor Agent, and National Agent Forum Executive Committee.

Your business and personal financial needs may be closely intertwined. Jeff can help you develop and execute an integrated approach designed to meet both your personal and business financial objectives.

Available strategies to meet your personal needs include:
• Individual Risk Management • Financial Strategies
• Investments and Retirement Funding • Estate Conservation and Wealth Preservation

Available Business Planning Services include:
• Employee Benefit Plans, Pension, and 401(k) Implementation
• Business Succession Planning
• Employee Financial Planning and Seminars
• Executive Benefit and Deferred Compensation Plans

Jeff has at his disposal a team of specialists to provide his clients with the most accurate and timely strategies available in the industry today. Jeff collaborates with them to design a comprehensive plan to meet your financial goals. To view Jeff’s biography as well as those of his associates, please go to the associate’s link at the top of this page.

Jeff’s commitment to you is demonstrated by his dedication to his clients, his community, and his profession. Because you have a lifetime of financial goals and objectives, Jeff concentrates on building long-term relationships. You can count on Jeff to be there to help you deal with the inevitable changes that are part of life and to make sure that you stay on track to meet your objectives.