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T.j. Davis Location
Cincinnati, OH, US
T.j. Davis Work
Director @ (April 2025 - Present)
Private Wealth Advisor @ (July 2013 - April 2025)
Wealth Management Advisor @ The Private Client Reserve at U.S. Bank (July 2013 - December 2023)
VP Wealth Management Banking @ (June 2011 - July 2013)
Vice President @ (January 2008 - January 2011)
Personal Retirement Consultant @ Nationwide Retirement Solutions (June 2006 - October 2008)
Financial Advisor @ (August 2002 - June 2006)
T.j. Davis Education
Wilmington College
Bachelor's (Business Administration)
1998-2002
Xenia
T.j. Davis Skills
Portfolio Management
Strategic Financial Planning
Banking
Investments
Private Banking
Pensions
Finance
Retirement
Investment Advisory
Mutual Funds
Wealth
Retirement Planning
Wealth Management
Financial Planning
Investment Management
Wealth Management Services
Series 7
T.j. Davis Summary
T.j. Davis, based in Cincinnati, OH, US, is currently a Director at Gryphon Financial Partners. T.j. Davis brings experience from previous roles at U.S. Bank, The Private Client Reserve at U.S. Bank, Merrill Lynch and PNC Wealth Management. T.j. Davis holds a 1998 - 2002 Bachelor's in Business Administration @ Wilmington College. With a robust skill set that includes Portfolio Management, Strategic Financial Planning, Banking, Investments, Private Banking and more. T.j. Davis has 1 emails on RocketReach.
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