As a financial advisor with Edward Jones for the past 18 years, I focus on helping my clients with a number of financial issues, such as preparing for retirement, living in retirement, saving for education, preparing for the unexpected and estate considerations. I pride myself on working with well-established local professionals (CPAs, estate attorneys, life insurance specialists and business retirement specialists) to best serve you.
I earned a Bachelor of Science degree in management from LeTourneau University in 2002. In addition, I received the Accredited Asset Management Specialist™, AAMS®, professional designation from the College for Financial Planning in 2007. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My wife, Amy, and I have two children, Cason and Cora. We reside and spend most of our time in the Frisco area. Originally from Dayton, OH, I have lived in Texas since 1998. I enjoy spending my time with family, church, traveling and many other activities.
Since 1922, Edward Jones has brought its unique brand to communities across the country. Today, with more than $1.6 trillion in assets under care and seven million investors, Edward Jones is the largest privately held partnership in the industry. Our structure sets us apart from publicly traded firms by allowing us to consistently put our clients first, not shareholders.
My senior branch office administrators, Michele Stout and Nikki Vallee, and I are a highly professional team focused on our clients. We provide personalized service and all aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
Conveniently located at Hall Park in the hub of Frisco's business district, we are here to serve you.
My very best,
Aaron "AJ" Davis
Mailing Address2601 Network Blvd Suite 460
Frisco, TX 75034
Phone NumberAJ Davis at (972) 335-3129
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||07:30AM - 03:00PM|
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