Financial strategies that adapt to your evolving life

The right financial guidance can do more than help you achieve the goals you have today. It can open up a world of possibilities and guide you toward your most fulfilling future.

Schedule a consultation

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.

Learn more about Jeff

Our services

Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.

Financial
planning¹

Wealth
management

Estate planning
strategies

Risk
management

Why work with a financial professional

We understand that financial guidance is about more than just money. It’s about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your vision of tomorrow. It’s about helping you build a fulfilling future, your way.

We are here for you

To understand your situation – The most important work we do is getting to know who you are.
To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.

We work alongside you

To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.

We evolve with you

To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

We understand how difficult it can be to plan for the future. That’s why you and your family will never feel like you are walking this path alone. Instead, we want to work with you, in a true collaboration, so your vision is combined with our experience in helping people systematically reach their goals.

The right financial strategy can make all the difference

We are a full-service wealth management firm committed to helping people pursue their financial goals. [We/I] offer a wide range of financial products and services to individuals and business owners and are dedicated to helping you identify your goals and make sound decisions to help you successfully reach them.

Meet our team

Ready to contact us?

Name

Email

Address

Phone

Message

Thank you!

Oops!

¹Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.