Jessica L Davis, CFP®
Financial Advisor at Tudor Financial, Inc.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Tudor Financial
Jessica L Davis, CFP®
Dayton, OH
Serving Clients Nationwide
Financial Advisor at Tudor Financial, Inc.
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Jessica Davis joined Tudor Financial in 2013. Today, she and her partner Chris Tenbarge combine their knowledge, expertise and passion for investing and financial planning to provide their clients with the best experience possible.Jessica is passionate about helping her clients make sense of their financial circumstances and giving them the education and confidence to make sound financial decisions.
In her free time, Jessica enjoys spending time with her husband Brandon and their yellow lab, Mango.
Education and Certifications:
• Wright State University – Bachelor of Science Accounting
• Sinclair Community College – Associate of Business Administration
• CFP® – CERTIFIED FINANCIAL PLANNER™
Licenses:
• General Securities Representative License, FINRA, Series 7
• Uniform Combined State Securities Law License, FINRA, Series 66
Jessica also maintains Life, Health and Variable Annuity Insurance Licensure.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
- The AGC
Primary Location
8111 Timberlodge Trail Dayton OH 45458
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Commissions
- Fee Based
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call or in-person meeting. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Tudor Wealth is an independent wealth and investment advisory firm based out of Southwest Ohio serving clients in more than 30 states throughout the U.S. Tudor has provided trusted investment and financial advisory services to individuals, families, and institutions for over three decades.✔️ OFFERING MANY YEARS OF RELIABLE SERVICE SINCE 1992
We specialize in offering a personalized client experience dedicated to helping you achieve your specific investment, financial and life goals. Our research-driven advice and investment services provide an advanced level of integrated wealth solutions. We aim to offer peace of mind to our clients as they advance through their own unique stages of life.
✔️ FIDUCIARY STANDARD OF CARE
We are legally structured in order to provide advice that adheres to the highest of standards and in the client’s best interest.
✔️ CREDENTIALED PROFESSIONALS
Along with maintaining the highest credentials, our experienced respected professionals have years of experience and are dedicated to providing you with one-on-one guidance.
✔️ LONG-TERM RELATIONSHIPS
We aim to build strong relationships our clients and offer quality advice at each unique stage of life.
✔️ CUSTOMIZED SERVICES
We provide a full-range of strategies and services to address every aspect of your finances.
✔️ DEEP INFORMATION APPROACH
We dive deep to gain a full picture of your financial standing to identify your goals and develop a plan of action.
Education
Wright State University, Bachelor’s Degree, Accounting
Badges
Hobbies and Interests
- Family
- Golf
- Volleyball
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
- Young Families
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Get to Know Certified Financial Planners & Find a CFP
Looking for a Financial Advisor as a Small Business Owner?
Looking for a Financial Advisor in Dayton, Ohio?
Should You Hire a Retirement Financial Advisor?
Financial Planning for Women by Life Stage
Find Your Purpose in Life After Retirement and the Financial Advisors for Retirees who Can Help
Looking for a Financial Advisor Specializing in Serving Gen X?
We Want Your Voice to be Heard
Wealthtender exists to help people discover the most trusted and authentic financial advisors and educators in the finance community.
Your honest reviews help people decide which financial professionals, personal finance blogs and podcasts may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Help ensure your review is useful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Be objective. Try to highlight both positives and negatives in your review, even if your experience skews heavily in one direction.
Make your review easy to read. Reviews should be readable for others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harrassing content. Avoid personal threats, hate speech, obscentities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identity another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are useful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the review in question and reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove a review at any time for any reason. It is at our sole discretion and no one else’s, that we decide when a review is against our guidelines.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. We do not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
Leave a Reply