Ron Davis

About Ron Davis

I am a Certified Financial Planner (CFP®) with over 27 years of wealth management experience. Currently, I provide advice to over 290 clients (spanning 13 states). Specialties: Comprehensive retirement planning for corporate and mid-level managers as well as professionals. Defined Contribution/401k plan design assistance for family-owned businesses, Endowments and Charitable Organizations. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Community Bank and Community Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community Financial Advisors, and are employees of The Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community Bank or Community Financial Advisors. Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value Third-party posts found on this profile, do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as-to accuracy or completeness.

Experience

1. Sr Vice-president

   Community Financial Advisors

   Feb 2008 — Present · Zanesville, OH, US

Education

• The American College of Financial Services

  Certified Financial Planner

• Wheeling University

  B.A.