Jeff Davis,

With more than 30 years of experience in financial planning and investment management, Jeff has the accumulated knowledge and perspective to help you with your financial goals. He understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

Jeff believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients realize their long-term financial goals. He provides a comprehensive approach to wealth management, financial planning, retirement planning, risk management and portfolio construction to individuals, families, businesses, foundations, and endowments.

Jeff employs the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to bring the right expertise and tailored financial solutions designed to help meet his clients’ specific needs. He works diligently to assist his clients with exceptional customer service and the intention of being their trusted wealth advisor for life.

Prior to beginning his career in financial services in 1993, he received his undergraduate degree from Mars Hill University and a master’s degree in business administration from the Berry College Campbell School of Business. He has also earned the professional designation of Certified Plan Fiduciary Advisor (CPFA™) from the National Association of Plan Advisors.

Jeff is active in the community as a board member for organizations such as the Williams YMCA of Avery County, the Mayland College Foundation, the Avery County Chamber of Commerce, and the Greater Banner Elk Heritage Foundation. He is also an active member of the Banner Elk Kiwanis Club. He and his wife, Kayla, and their three children, Macey, Abigail and Christian, enjoy extensive traveling, golf, tennis, camping and snow skiing.