Stacy Davis
Wealth Advisor at Strategic Financial
- Role
- Financial Advisor at Silver Oak Securities, Inc
- Location
- Springfield-Branson, MO, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Stacy Davis
I am very passionate about helping clients and business owners, no matter what age, to…
Experience
Financial Advisor
Apr 2023 — Present · US
Securities offered through Silver Oak Securities, Inc.(SOSI), Member FINRA/SIPC. Investment advisory services offered through United Advisor Group, a registered investment advisor. Strategic Financial, United Advisor Group and SOSI are not affiliated. and
Skills
- Mutual Funds
- Strategic Planning
- Retirement
- Team Building
- Finance
- Public Speaking
- Small Business
- Customer Service
- Investments
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