The most important lesson I have learned from working for almost two decades is that people and relationships mean everything. Which is why I use this lesson everyday to build strong relationships and connect with the families I commit to working with.
In 2007 I began my career as a financial advisor, partnering with individual investors and families to help them achieve what is important to them in Sheffield Village, OH.
In 2011, I assumed responsibility for the branch in Norwalk, OH.
During my tenure with Edward Jones, I have served in several volunteer roles to enhance the client experience. I have acted as a level leader and culture of compliance Leader.
I am also an active member of the Norwalk Rotary Club and served as the president from 2019 - 2020. I also sit on the Norwalk St. Paul Catholic Church Foundation Board.
When you decide to work with our practice, we start by finding out what's most important to you. Then, we use an established process to build a personalized strategy to help you achieve your financial goals. Finally, we will partner together for the rest of your life to help you stay on track. We want you to feel understood, informed, in control and secure, while also having the time and confidence to focus on what brings the most meaning to your life.
My branch partners, Flo Alto and Sherri Doster, have a combined 40-plus years of experience with Edward Jones. They also share a passion for connecting and building relationships with those that work with our practice.
When I am not working, you can find me spending time with my wife, Sarah, and our two sons, Hudson (9) and Weston (7).
My Personal Interests
- Wine Collecting/Enthusiast
Office Address13 West Main Street
Norwalk, OH 44857
Mailing AddressPo Box 697
Norwalk, OH 44857
Phone NumberBradley J Davis at (419) 663-1133
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
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