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Meet Jeff

With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Jeff S. Davis, ChFC, CLU

Financial Consultant

(727) 942-0422

Jeff S. Davis, ChFC, CLU has been involved in the financial services industry since 1973. 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 Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) and from the American College. Jeff has also been recognized nationally as a member of the prestigious Paramount Planning Group in 2006.Jeff has committed himself to providing guidance and resources to his clients.

Jeff’s ability to develop personal relationships with his clients has been a key to his success. Thorough and innovative, he helps meet the needs of successful professionals and business owners. Jeff’s extensive network of professional associates allow him to provide quality service to his clients and to customize programs to help achieve his clients’ objectives. His areas of expertise include estate and retirement planning, life insurance and investments.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.