FINANCIAL GUIDANCE THROUGH LIFE’S TRANSITIONS
Life is a series of events and transitions…sometimes planned but often unexpected. As a CERTIFIED FINANCIAL PLANNER® practitioner, my goal is to help you prepare for and successfully navigate through life’s major events.
With more than 22 years of experience working closely with clients, their families, business owners, non-profit organizations, attorneys, tax professionals and other key advisors, I have gained invaluable experience to help people and organizations make informed, prudent decisions regarding their financial planning and investment needs.
INVESTMENT PHILOSOPHY
For more than 35 years Davenport Asset Management has been managing client assets the same way they manage the firm’s employee Profit Sharing Plan. I can think of no better way to demonstrate the conviction we hold in our own strategies than by investing alongside our clients, and having “skin in the game” ensures we continue to put the interests of our clients first.
James E. Davidson Jr. is registered with the Financial Industry Regulatory Authority to offer securities and advisory services to clients who reside in Alabama, Alaska, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Massachusetts, Minnesota, Missouri, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Washington. He is licensed to offer insurance and annuity products to residents in Florida, Indiana, Kentucky, Missouri, North Carolina, Virginia, Wisconsin, and Pennsylvania.