James Davis
Financial Advisor at Lemnis Capital | Equitable Advisors
- Role
- Financial Advisor at Equitable Advisors
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About James Davis
James focuses on helping executives and professionals in Texas take advantage of the great benefits offered to them in their careers. He and his partners at Lemnis Capital work with their clients by building a comprehensive, personalized plan taking into account in-service distributions, 401(k)/IRA rollovers, pension planning, company stock options and grants, and protecting their assets with appropriate wills and insurance plans. Then, when our clients are ready, we help them pick out and celebrate a retirement date or have the financial freedom to stop working when they choose. Part of this conversation includes important decisions such as pension lump sum options, generating retirement income in the most tax efficient way, and navigating when to begin pulling social security. James grew up in Dallas as the eldest of 8 children where he attended Highland Park High School and moved to Denton during his college years to attend UNT where he majored in finance. Upon graduation, he joined a highly successful team within Equitable that officially broke out in January 2023 named Lemnis Capital. This group\'s core principal is building legacies for their clients.
Experience
Financial Advisor
Aug 2023 — Present · Dallas, TX, US
Education
University of North Texas
Bachelor's degree, Finance, General
2019 — 2022
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