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Joshua Davis Location
Woodway, TX, US
Joshua Davis Work
Founder and CEO @ (January 2019 - Present)
Founder and Beverage Developer @ (March 2020 - Present)
Founder and CEO @ (March 2020 - Present)
Founder and CEO @ (September 1998 - Present)
Financial Representative @ (February 2022 - October 2024)
Founder and General Agent @ Fountainhead Resource Group, LLC (January 2013 - April 2018)
Agent and Financial Planner @ (January 2010 - January 2015)
National Sales Manager @ SYNERGETIC PROCESSING SERVICES, INC. (January 2006 - January 2010)
Store Manager @ (January 2004 - January 2006)
Founder @ JDs Art Cafe' (January 1998 - January 2004)
Joshua Davis Education
Nelson Nash Institute
Authotized Infinite Banking Practitioner (Insurance and financial planning)
2013-2014
Baylor University
Bachelor of Arts (BA) (Literature)
1993-1997
Joshua Davis Skills
Insurance
Small Business
401k Rollovers
Annuity Sales
Asset Protection
Estate Planning
Gifting Strategies
Key Person Protection
Legacies
Licensed Life Insurance Agent
Multi-generational Planning
Multi-generational wealth transfer
Multi-tasking Skills
Protection Planning/family Security
Retirement
Retirement Planning
Succession Planning
Thought Leadership
Time Management
Wealth Preservation Planning
Sales
Strategic Planning
Life Insurance
Customer Service
Team Building
Financial Services
Public Speaking
Marketing
Finance
Investments
Microsoft Office
Planning
Protection
Project Management
Multi Generational Wealth Transfer
Sales Management
Services
Training
Security
Multi Generational Planning
Human Resources
Multi Tasking Skills
Joshua Davis Summary
Joshua Davis, based in Woodway, TX, US, is currently a Founder and CEO at Wellspring Consultants, LLC. Joshua Davis brings experience from previous roles at Darby & Son Beverage Co., J Darby Holdings Corporation, JDs Waco and Northwestern Mutual. Joshua Davis holds a 2013 - 2014 Authotized Infinite Banking Practitioner in Insurance and financial planning @ Nelson Nash Institute. With a robust skill set that includes Insurance, Small Business, 401k Rollovers, Annuity Sales, Asset Protection and more. Joshua Davis has 2 emails and 5 mobile phone numbers on RocketReach.
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