Jeffrey davis

Meet Jeffrey Davis

JEFF HAS A PASSION FOR HELPING PEOPLE identify, achieve and protect their retirement and lifestyle goals and dreams….

Jeffrey Davis is a financial advisor that specializes in a holistic approach to asset protection, wealth accumulation and financial & retirement planning.  He specializes in those approaching or in retirement. He welcomes the young as well that are serious about getting on the right track to a well planned financial future.

Jeff is registered with the SEC as an, “Investment Advisor Representative,” which mandates that he maintain a fiduciary relationship with his clients. He is registered with FINRA as a Series 7 representative and is also a licensed insurance agent which enables him to evaluate, recommend and sell a variety of insurance needs such as Home & Auto insurance, Life Insurance, Annuities, Medicare & Supplements, Long Term Care, Disability and Final Expense Insurance… he also councils and presents local workshops on Social Security, Wealth Management, Retirement Planning and how to plan a “Tax Free Retirement.” The combination of his licenses and certifications allows Jeff to analyze and design a broader holistic financial plan than any one designation would allow on its own.

Born in New York City, Jeff’s story is a mix of talent, hospitality and entrepreneurship.  He earned his Bachelor’s from the Mannes College located on the upper east side of Manhattan. He has an extensive background as a restauranteur that began while working his way through college in NYC.  He relocated to Miami Beach, Florida in 1986 and two years later co-founded the legendary News Café Miami Beach on Ocean Drive.   Followed shortly thereafter, by the Van Dyke Café, Hotel & Business Suites on Lincoln Road.

In 1994, Jeff Davis and his business partner received the Key to the City of Miami Beach, presented to them by Mayor Neisen Kasden, for their contribution toward the development and revitalization of Miami Beach.

Jeff began putting together his financial planning business during the peak of the great recession of 2008. He looked around and watched as people sold their stock portfolios and real estate properties at market lows… some, of course were forced to do so, and some were even victims of unsavory lending practices: But some sold merely out of fear. Only the cleverest investors bought both stocks and real property at bargain basement prices, the whole market was on sale! This was a great lesson to spread and share as it was a lesson not taught in the school curriculum most of this country was brought up in: The idea to spread that knowledge began the budding of “Jeffrey Davis Financial.”

Jeff loves to discuss the dynamics of the stock market, his entrepreneurial experience, and the daunting issues that face retirees and young families alike in today’s economy.  He enjoys helping people organize every aspect of their financial lives which makes him a perfect fit for the young and old alike looking for a holistic financial approach.

When he is not working, Jeff likes to spend time with his family or playing music… on the right night you can see him play guitar at local blues jams in the Charlotte area where he lives with his youngest son Kyle, now going on 19 years old, and their two dogs Max & Maverick.

Phone: (704) 222-5793Email:

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Jeffrey Davis Financial & Insurance Services

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding paying any local, state, or federal taxes. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.