David Jamison
Helping Professionals & Business Owners Reduce Taxes, Boost Returns & Protect Their Income | 33 Years Experience | Wealth Blueprint™ | Personal CFO Approach
- Role
- President at Phoenix Financial, Incorporated
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
About David Jamison
With more than 33 years in financial services, I act as a Personal CFO for professionals…
Experience
President
Phoenix Financial, Incorporated
Jul 2005 — Present · Memphis, TN, US
WHAT WE DOWe provide comprehensive wealth management and retirement planning for professionals and business owners—helping clients reduce taxes, increase returns, and protect the income they’ve worked hard to build. HOW WE DO ITUsing our Wealth Blueprint™, we combine insurance, annuities, investments, and estate strategies into one cohesive plan. This Personal CFO model simplifies complex financial decisions and ensures every element of your plan works together efficiently. WHAT MAKES US DIFFERENT• 33 + Years of Experience guiding clients through complex financial decisions • Trusted by 800 + client households nationwide • Succession & Legacy Focus — building a family firm for future generations • Personal CFO Approach — clarity and coordination beyond products • Licensed Nationwide — virtual and in-person service to meet clients where they are Want To Learn More?Let’s schedule a quick 30-minute conversation to review your current plan and uncover new ways to improve tax efficiency, income security, and asset protection.
Skills
- Life Insurance Product Analysis
- Retirement Planning
- Succession Planning
- Customer Service
- Disability Insurance
- Leadership
- Sales Management
- Estate Planning
- Annuities
- Life Insurance
- Fixed Annuities
- Financial Planning
- Wealth Management
- Long-Term Care
- Insurance
- Commerical Capital Acquisition
- Management
- Retirement
- Strategic Financial Planning
- Executive Management
- Retirement Plans
- Business Planning
- Financial Planners
- Employer Benefit Planning
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