Jeffrey Davis, CFP

An investment professional for more than 30 years, Jeff’s focus is on helping design portfolios that adhere to his clients’ goals and objectives with a keen sight on their risk tolerance. A big believer in asset allocation, Jeff uses a variety of investment vehicles to help diversify accounts among the four basic asset classes: cash and cash alternatives, equities, fixed-income, and alternative investments. He believes intently on managing risk in accounts and using cash flow (dividends and interest) to help smooth out the volatility of up and down markets. Jeff knows that managing client assets requires trust and accountability. He works hard to deliver a level of service and experience that has provided a strong track record over the years. Jeff earned his bachelor’s degree in finance from the University of Virginia’s McIntire School of Commerce. A CERTIFIED FINANCIAL PLANNER® professional, Jeff also holds life and health insurance licenses and is mortgage licensed with the NMLS (#1416417). Furthermore, he has FINRA Series 7, 63 and 65 registrations. Jeff lives in Vienna, VA, with his wife and team partner, Natalie, their two sons, Fletcher and Tanner, and their two loving dogs. Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. Available to pre-qualified investors only. Dividends can be increased, decreased or totally eliminated at any point without notice. Asset allocation and diversification do not guarantee a profit of protect from against loss in a declining market.