2013 -2023 Wealth Management Advisor @ The Private Client Reserve at U.S. Bank
2011 -2013 VP Wealth Management Banking @
2008 -2011 Vice President @
2006 -2008 Personal Retirement Consultant @ Nationwide Retirement Solutions
2002 -2006 Financial Advisor @
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 3 emails on RocketReach.
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