As the Registered Client Support Strategist, Davis serves many roles in the office, including: brainstorming and executing on planning strategies; liaising between clients, advisors, and our processing department; as well as providing our clients the highest level of service and care. He has a deep yearning to help others, which fits with our “client first” mentality.
A naturally strategic thinker, Davis looks at the whole picture and identifies where he can step in to help. He is excellent at bringing new ideas to the table that connect clients with their goals.
Davis joined Sterling in 2017, and holds the FINRA Series 7 and Series 66 securities registrations. He also earned the credential as a Financial Paraplanner Qualified ProfessionalSM.
Financial Paraplanner Qualified ProfessionalSM
IN THE NEXT
“I hope to be living comfortably ten years hence. I would like to continue to be able to help people and to travel; traveling has always been something I enjoy.”
Davis was born and raised in Blaine, Minnesota. He began distributing meals to the less fortunate at a young age with his parents. This became a defining act in his life, as he still enjoys giving back today. As a lover of music, Davis played trombone through college and, after a brief hiatus, hopes to pick it up again soon.
Davis likes to play board games (his favorite is Memoir ‘44) and disc golf (his favorite course is Bryant Lake in Eden Prairie). He also enjoys spending time with his two Great Danes, Nigel and Peanut. Despite their size, they are the ultimate lap dogs (Davis has the bruises to prove it!).
Sterling Retirement Resources, Inc. 120 Broadway Ave S, Suite 200 Wayzata, MN 55391 Main: 763.762.3400 Fax: 763.762.3409
Steven Finkelstein, Megan Gehrman, and Luke Strom are Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency,LLC), Member FINRA, SIPC,a Broker-Dealer and a Registered Investment Advisor. Some advisory services offered through AdvisorNet Wealth Management. Sterling Retirement Resources, AdvisorNet, and Cetera Advisor Networks LLC are not affiliated. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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Davis Breen & Tony Woodley are Registered Representatives with Cetera Advisor Networks LLC.