Thank you for taking the time to learn a little about me and my Edward Jones practice. Whether you were referred, or you found me via an internet search, I want you to know that Katie, my branch office administrator, and I invite you to visit us, get to know us, and ultimately, partner with us on your financial journey.
I've always been wired to commit fully to those things I believe in, be that my family, community involvement or my career. The results of that wiring are reflected in all aspects of my life.
Family has always been a priority in my life. My kids in particular are very important to me. I enjoy the pleasure, and work, of raising my children, currently ages 5 to 24. Being a blend of step, biological and adopted children, each brings their own set of challenges and adventures, and I'm so blessed to help them along on their paths.
No less satisfying has been my nearly 20-year history with Edward Jones. I have no doubt that Katie and I work for the best, most client centric, firm in the industry. Our clients – active business owners with retirement plans and concerns about succession planning, multi-generation families looking for efficient ways to transition wealth and others with unique, complex situations – all have different needs. But I believe Edward Jones provides the absolute best opportunity and unparalleled resources for us to deliver a tailored client experience to each and every one.
We look forward to the opportunity to partner with you in creating strategies specifically designed to achieve the goals and dreams you are working so hard to achieve for your family.
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Insurance & Annuities
- Wealth Strategies
- Business Retirement Plans
My Personal Interests
Phone NumberNick Davis at (636) 536-0822
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