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

  1. Financial Advisor

    Silver Oak Securities, Inc

    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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Stacy Davis — Financial Advisor at Silver Oak Securities, Inc in Springfield-Branson, MO, US | Unifers