Jeffrey M Davis
Santa Barbara
Summary
Highly motivated and diligent financial services professional with a strong track record in sales and relationship building. Adept at working with clients of all backgrounds, offering personalized solutions in wealth management and business planning. Known for hard work, adaptability, and driving successful client outcomes.
Overview
10
10
years of professional experience
Work History
Financial Advisor
Kinecta Wealth Management
06.2023 - Current
- Grew from $0 to $40 million in AUM through strategic client acquisition and relationship management
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals
- Provided retirement planning services, ensuring clients maintain their desired lifestyle in retirement
- Analyzed clients' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives
- Proactively identified and pursued new sales opportunities, expanding client base and significantly increasing assets under management
- Implemented prospecting tactics, successfully increasing lead generation and converting prospects into high-value clients
Financial Advisor
Raymond James
12.2018 - 06.2023
- Helped manage ~$100 million in assets
- Drove client acquisition by identifying and cultivating new business opportunities
- Developed and implemented a streamlined sales process, enhancing team efficiency and improving conversion rates
- Spearheaded prospecting efforts, using data-driven strategies to target potential clients and drive engagement
- Built and maintained long-term relationships with clients, providing tailored financial solutions to meet their goals
- Educated clients on various financial matters and provided professional investment recommendations
Basketball Coach
Bishop Diego High School
06.2016 - 06.2023
- Taught the skills and fundamentals of basketball to high school boys
- Implemented game-time offensive and defensive strategies
- Made in-game adjustments and line-up decisions
- Worked with players on skill development and strength training through off season workouts
- Acted as positive role model for team participants and in community
Public Relations/Marketing Associate
SurfMedia Communications Santa Barbara, CA
08.2015 - 08.2017
- Drafted press releases for various clients
- Read select local publications to track mentions of clients
- Generated and distributed monthly press reports for all clients
- Created daily summaries of client mentions for account executives
Summer Intern
UBS Financial Services Santa Barbara, CA
06.2015 - 08.2015
- Prepared stock analysis of all client holdings, including: analyst's ratings, one-year and year-to-date returns, P/E ratio, Forward P/E ratio, projected 5 year growth, dividend yield, and consecutive annual dividend increases
- Prepared reports for client meetings, including: performance and performance by period reports, sector analysis report, security performance report, and cash flow detail report
- Researched various articles and publications for materials to be included in monthly mailings to clients
Education
Bachelor of Science - Finance
San Diego State University
San Diego, CA05.2018
Associate of Science - Business Administration
Santa Barbara City College
Santa Barbara, CA05.2014
Skills
- Wealth Management
- Client Relationship Management
- Sales
- Market Knowledge
- Investment Advising
- Portfolio Construction
Certifications and Licenses
- Series 7
- Series 66
- CA Life & Health Insurance
- AAMS® - Accredited Asset Management Specialist (College for Financial Planning)
Timeline
Financial Advisor
Kinecta Wealth Management
06.2023 - Current
Financial Advisor
Raymond James
12.2018 - 06.2023
Basketball Coach
Bishop Diego High School
06.2016 - 06.2023
Public Relations/Marketing Associate
SurfMedia Communications Santa Barbara, CA
08.2015 - 08.2017
Summer Intern
UBS Financial Services Santa Barbara, CA
06.2015 - 08.2015
Bachelor of Science - Finance
San Diego State University
Associate of Science - Business Administration
Santa Barbara City College
Similar Profiles
Sidharth NavarkheleSidharth Navarkhele
Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )
Janhavi YADAVJanhavi YADAV
Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)
Richard CalhounRichard Calhoun
CEO at Naples Wealth Planning & Laidlaw Wealth ManagementCEO at Naples Wealth Planning & Laidlaw Wealth Management
Jad BrunsJad Bruns
Server Assistant/Lead Busser at The Ranch At Laguna BeachServer Assistant/Lead Busser at The Ranch At Laguna Beach
Aylie ErshadiAylie Ershadi
Sales Associate at Macys Department StoreSales Associate at Macys Department Store