Jeff Davids, Financial Advisor located in Winston Salem, NC

Financial Advisor
Jeff Davids

CEPA®, AAMS®
3809 Forrestgate Dr Suite B, Winston Salem, NC 27103opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • LGBTQ+ Finances
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Business Retirement Plans

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Cooking
  • Golfing
  • Gardening
  • History and Museums
  • Pets

Team Members

  • Catie Ringer
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(336) 968-1160

Fax

(844) 876-5209

Office Address

3809 Forrestgate Dr Suite B
Winston Salem, NC 27103opens in a new window

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