Jodi Davis, Financial Advisor located in Quincy, WA

Financial Advisor
Jodi L Davis

CFP®, AAMS®
15 E St SE, Quincy, WA 98848opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Agribusiness Professionals

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Camping
  • Golfing
  • Gardening
  • Skiing
  • Antiquing

Team Members

  • Tricia Solders
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(509) 787-4347

Fax

(866) 532-5691

Office Address

15 E St SE
Quincy, WA 98848opens in a new window

Mailing address

15 E Street SE
Quincy, WA 98848

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