George Davis
Senior Wealth Advisor at Yuma & Imperial Valley Wealth Management -
- Role
- Senior Wealth Advisor at Yuma & Imperial Valley Wealth Management
- Location
- Yuma, AZ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Wealth Advisor
Yuma & Imperial Valley Wealth Management
Sep 2006 — Present
Education
Nau-Yuma
Master of Science (MS)
1999 — 2001
Boise State University
Bachelor of Science (BS)
1989 — 1994
Skills
- Research
- Higher Education
- Management
- Customer Service
- Educational Consulting
- Life Insurance
- Term Life Insurance
- Finra
- Mortgage Lending
- Investments
- Budgeting
- Public Relations
- Fixed Annuities
- Leadership Development
- Insurance
- Public Speaking
- Wealth Management
- Strategic Planning
- Retirement Planning
- Leadership
- Small Business
- Securities
- Training
- Coaching
- Budgets
- Retirement
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