portrait of Caitlin M Davis
FINANCIAL ADVISOR

Caitlin M Davis

CFP®, AAMS™
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Divorce Finances

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Pilates
  • Baseball
  • Podcasts

Team Members

  • Shara Simmons
    Sr. Branch Office Administrator
  • Darlene Wiesinger
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 03:30PM
Tue 09:00AM - 03:30PM
Wed 09:00AM - 03:30PM
Thu 09:00AM - 03:30PM
Fri 09:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(503) 585-1464

Fax

(877) 359-5731

Office Address

540 Patterson St NW
Suite 100
Salem, OR 97304opens in a new window

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