I have been investing nearly all my life since I began working more than 20 years ago. I became a financial advisor because I have a passion for teaching and educating others about their money and how to make it work more efficiently for them. I chose Edward Jones because I had a face-to-face introduction with my first financial advisor and had a wonderful experience. We built a strong relationship which eventually led to me joining Edward Jones.
I work with a broad range of clients, from those who are in transition between jobs, entering retirement, a marriage, a divorce, a new family addition, all the way to the business owner looking to save money on their taxes or have their retirement plan reviewed. I'm passionate about helping those who don't know where to go or how to get started, or those who were told they could not be served for one reason or another. As a former store manager for a large retailer, I understand how to put your needs as a client first. Once I get to know you better and understand what is most important to you and your comfort level with risk, I can then build a personalized strategy to help you achieve your financial goals. The best part is partnering together to ensure we stay on track throughout the ups and downs of life.
When I'm not helping clients with their financial strategy, I enjoy the outdoors of North Carolina, cooking - especially on the grill, growing organic vegetables in my garden and the occasional round of golf. My wife and I are passionate about animals and their well being. As an LGBTQ+ ally, I recently joined our firm's LGBT+ & Allies Business Resource Group and I look forward to supporting our local community.
My Personal Interests
- History and Museums
Office Address3809 Forrestgate Dr Suite B
Winston Salem, NC 27103
Phone NumberJeff Davids at (336) 968-1160
|Mon||09:00AM - 06:00PM|
|Tue||09:00AM - 06:00PM|
|Wed||09:00AM - 06:00PM|
|Thu||09:00AM - 06:00PM|
|Fri||09:00AM - 05:00PM|
|Sat||By Appointment Only|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More