Manager Management

Jeffrey C. Davis

**** ********* ****, #***

St. Simons Island, Georgia 31522

Cell: 912-***-**** *****.*****@*****.***

Executive Profile

Built from scratch, transitioned to independent and sold a $130 million,

successful financial planning practice and product/services distribution

network, while maintaining a clean compliance record. 18 years of industry

experience focused on comprehensive financial markets analysis including

risk management, forecasting simulations, banking and debt structure

arrangements on both a personal and corporate level along with substantive

experience in FX trading. Current licenses include Series 7, 66, 63, 51 and

24 along with Insurance and Variable Products.

Skill Highlights

? Strong track record of identifying, building and maintaining key

relationships

? Excellent leadership and communication skills

? Expertise in business development, with a proven track record of

results-oriented production

? Ability to manage a large distribution network of products, services,

and people

Professional Experience

Financial Advisor / Branch Manager

February 2001 through 2011

Raymond James Financial Services - Brunswick, GA

Supervised and executed the transition of a transaction-oriented book of

business to a primarily fee-based financial planning practice. Successfully

managed the distribution of financial services and products from North

Carolina to Florida through an outlet of multiple advisors, various

branches and an extensive regional bank network. Member of the firm's

Executive Council and PCA Leaders Council.

Production results ranked in the top 10 percent of the firm.

Investment Representative

January 1993 to January 2001

Edward Jones - Brunswick, GA

Developed, implemented and executed a successful business plan for a top

producing branch office. Became the Regional Mentor Coordinator and a

Visiting Veteran Trainer. Presented with the Pacesetter Award for fast-

starting business development and production before becoming a Limited

Partner with the firm.

Production results ranked in the top 10 percent of the firm.

White House Intern

June 1992 to December 1992

The White House - Washington, D.C.

Intern for the Business Affairs division of the Office of Public Liaison

during the Bush-Quayle Administration.

Education

Berry College - Campbell School of Business 1992

Rome, GA, USA

Investment Management

MBA

Awarded Graduate Assistantship. Participated in the Chick-fil-A WinShape

Centre Program.

Mars Hill College 1990

Mars Hill, NC, USA

Business

BS

Double Major in Marketing and Management, Double Minor in French and

History. Manager of the college radio station. Co-Author "America's

Invisible Foundations" (reference guide to foundational giving).

Member of Theta Chi Fraternity, Business Honor Society, and Who's Who in

American Colleges and Universities. Recipient of the Grason Scholarship.

References

References of clients, employees and business colleagues available upon

request.

Contact this candidate