John Davis

About John Davis

At SunTrust Investment Services we’re your trusted advisor. As your SunTrust Financial Advisor, I am committed to your financial well-being and delivering solutions that best fit your circumstances. Bring your investment and financial planning needs to me, and together we’ll develop a plan designed to meet your goals. I offer my clients more than 20 years of investment service experience. I follow a disciplined process of assessing my clients’ financial needs, setting and prioritizing goals, evaluating trade-offs, and implementing financial strategies such as:Financial PlanningInvestment Management Risk Management Retirement PlanningLegacy & Estate StrategiesPlanning for Major PurchasesManaging DebtEducation & College Planning Regular Portfolio Rebalancing I am a native of Lenoir, NC and graduated from Appalachian State University with a degree in Communications and a minor in Marketing. How can I help you shine?

Experience

1. Senior Vice President - Private Financial Advisor

   Suntrust Investment Services, Inc

   Feb 2013 — Present · Charlotte, NC, US

   SunTrust Investment Services, Inc. is a full-service broker-dealer, SEC registered investment adviser and a licensed insurance agency, and an integral part of SunTrust Banks, Inc. – one of the nation’s largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of investment management experience, an extensive range of financial products and solutions, and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.• Advises clients with focus on analyzing goals, objectives and priorities, including risk tolerance. • Analyzes the current state of a client’s finances and provides a plan to help accomplish their goals.• Determines which investment solutions best meet the client\'s needs. • Provides ongoing monitoring and advice.

Education

• Appalachian State University

  Bachelor of Science (B.S.) Communications

  1986 — 1990

Skills

• Investments
• Small Business Lending
• Asset Allocation
• Banking
• Mutual Funds
• Retirement Planning
• Investment Management
• Series 7
• Wealth Management