Investment Advisor Representative,
Financial Partners, LLC
Mr. Davis began his financial services career in 1979 earning his bachelors degrees from Purdue University in Finance and Industrial Relations. Upon graduation he joined the securities division of Northern Trust Bank in Chicago, Illinois. There he was responsible for handling new accounts, research and development and investment planning for clients with special needs. In the early 1980’s he left Northern Trust Bank to become general manager and later regional financial officer for Diversifoods Inc. During those next several years Mr. Davis was instrumental in setting up innovative accounting systems and new controls. He also was involved in business insurance and risk management.
He settled in Denver in the late 1980’s where he became an independent financial and insurance advisor. He is currently a licensed representative with Panoramic Investment Advisors based in Denver, CO. Mr. Davis has a broad based knowledge of all phases of financial planning and the financial markets, including but not limited to Stocks, Debt Securities, Investment Banking, Taxes, Securities Analysis, Mutual Funds and Investment Companies, Annuities, Margin, Options, Money Market Instruments, and Municipal Securities.
During his extensive career Mr. Davis has assisted hundreds of individuals reach their financial goals either through his one on one consultation or his comprehensive financial seminars. He is a member of the National Structured Settlement Trade Association and has successfully achieved the designation of Certified Structured Settlement Consultant fulfilling the postgraduate requirements at Notre Dame University. He is also a founding Member of the Society of Settlement Planners.