At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them. I deliver a holistic approach using an established process designed to help my clients grow, protect and transfer their wealth. Markets can be turbulent, so I cannot guarantee that tough times will never return, but I partner with my clients to help navigate the road toward achieving their long-term financial goals.
Being the son of a teacher and athletic trainer, I was taught to take care of others. This has served me well as I served the physically active students of Texas communities for nearly thirty years as an athletic trainer. I am now serving the entire family. Graduating from Baylor University, I studied kinesiology and business which prepared me for a career in caring for others. I am not an estate planner and can't provide tax or legal advice, but I develop relationships and work closely with my clients' other professionals, including their CPAs and attorneys, to help develop a comprehensive strategy for your estate.
My wife, Susan, and I live in Spring, TX with our two extremely active dogs, both of which are Vizslas. We enjoy spending our free time traveling and working to serve our family, friends and neighbors.
Call the office or email me, and we can discuss your personal financial goals, educational needs, life insurance needs as well as your business retirement offerings.
I have earned a General Securities Representative (Series 7) and Uniform Combined State Law Examination (Series 66) registrations; Life, Accident and Health Insurance Agent; and am securities registered and insurance licensed in multiple states.
I look forward to serving you as you work to achieve your goals.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- New Investors
- Portfolio Reviews
My Personal Interests
Office Address25132 Oakhurst Drive
Spring, TX 77386
Phone NumberRichard G Davis at (281) 419-4644
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