Jarrett Davis's Location
Atlanta, GA, US
Jarrett Davis's Work
- Wealth Advisor, Financial Planner @ Oakbridge Partners
- Sr. Private Banker, Vice President @ Wells Fargo
- Private Banker, Vice President @ Morgan Stanley
- Financial Advisor @ Merrill Lynch
- 1st Vice President @ SunTrust
Jarrett Davis's Education
- University of Georgia - Terry College of Business
BBA (Risk Management and Insurance)
1976 - 1980 - Westminster Schools1963 - 1976
Jarrett Davis's Skills
- Estate Planning
- Series 63
- High Net Worth Individuals
- Strategic Financial Planning
- Commercial Banking
- Banking
- Investments
- Trust Services
- Finance
- Certified Financial Planner
Jarrett Davis's Summary
Jarrett Davis, based in Atlanta, GA, US, is currently a Wealth Advisor, Financial Planner at Oakbridge Partners, bringing experience from previous roles at Wells Fargo Private Bank, Morgan Stanley Smith Barney, Merrill Lynch and SunTrust Bank. Jarrett Davis holds a 1976 - 1980 BBA in Risk Management and Insurance @ University of Georgia - Terry College of Business. With a robust skill set that includes Estate Planning, Series 63, High Net Worth Individuals, Strategic Financial Planning, Commercial Banking and more, Jarrett Davis contributes valuable insights to the industry. Jarrett Davis has 2 emails on RocketReach.
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