Jeff DaviesTeam
President, Wealth Advisor
CBEC®, CFA®, CFP®
Jeff Davies is the co-founder and President of Springpoint Financial. With over 20 years of experience in the industry, Jeff has helped built the company into a respected and trusted provider of investment, banking, and wealth management solutions.
Alongside his co-founder Mark Jones, Jeff has guided the organization through periods of growth and change, cementing its reputation for delivering exceptional value to clients. Under his steady co-leadership, the company continues to innovate and expand its offerings, helping individuals and businesses achieve their financial goals.
Jeff Davies Insights
The Benefits of Grantor Retained Annuity Trusts
Discover how Grantor Retained Annuity Trusts (GRATs) can help you minimize estate taxes while providing financial security. Learn the key benefits today!
Understanding the Different Types of Life Insurance Policies
Choosing the right life insurance policy can feel overwhelming. Each type has unique benefits and features tailored to different financial goals and personal needs.