Edward Jones - Financial Advisor: Jeffrey C Davis, CFP®|AAMS®
Financial Service
Why pick this one
Jeffrey C Davis holds CFP® and AAMS® certifications and focuses on wealth, estate, business-owner, intergenerational, and charitable planning.
Best for
- wealth strategy development
- estate and legacy planning
- entrepreneurs and business owners
- intergenerational planning
- charitable giving strategies
- reviewing an existing financial strategy
- planning for a major financial event
Look elsewhere if
- clients requiring Saturday or Sunday office hours
Specialties
- wealth strategies
- estate and legacy strategies
- entrepreneur and business owner planning
- intergenerational planning
- charitable giving
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Accredited Asset Management Specialist™
What makes them different
- Jeffrey C Davis holds CFP® and AAMS® certifications
- Focus areas include entrepreneurs and business owners
- Focus areas include intergenerational planning and charitable giving
- Office team includes an associate financial advisor and two branch office administrators
- Web conferencing is listed among the office's additional hours
Distilled from this business's own website.
Contact & Location
- Address
- 1008 West Vernon Avenue, Kinston, NC 28501
- Phone
- (252) 522-4537
- Website
- https://www.edwardjones.com/jeffrey-davis
- jeffrey.davis@edwardjones.com
Services
- financial strategy reviews
- investment account opening
- planning for major financial events
- wealth management
- estate and legacy planning