Ethics and good business go hand in hand. I operate on the principles of honesty and integrity. And I never forget that great advice starts with great listening.
James F. Davis has built a thriving practice by recognizing that every client has different financial goals and levels of risk tolerance, and then planning specific strategies for each one. His breadth of knowledge was acquired from 20 years in financial services.
Today James specializes in retirement income strategies and wealth management. He offers a full range of financial products, including fixed-income solutions and alternative investments. As a financial consultant he lays out options, discusses the pros and cons of each, and then crafts a portfolio that helps his clients pursue their individual goals.
Born in downstate Illinois, James received a degree in finance from Western Illinois University. As part of his belief in the importance of giving back, he has raised more than $20,000 for the Leukemia and Lymphoma Society and continues to support charitable causes. In addition to obsessively studying the financial markets he is a self-described “foodie” and, perhaps as an antidote for calorie intake, an athlete who has completed numerous “fun runs”, adventure races, and triathlons, including two Half Ironman triathlons.
He is also a highly enthusiastic Cubs, Blackhawks, Bears, and Bulls fan.
To learn more about how Davis Financial Strategies can help you address your financial
goals, please contact us today.