About Us

Jeff Davis, ChFC, CLU

Financial Consultant
Phone: 727-942-0422
Fax: 727-934-3734

Jeff Davis has been involved in the financial services industry since 1973.  He graduated summa cum laude from the University of Florida in 1972 with a BSBA in Marketing and Management.  In addition, he holds the designations of a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College.  Jeff has also been recognized nationally as a member of Equitable Advisors’ prestigious Paramount Planning Group since 2005.  Jeff has committed himself to providing professional guidance and resources to his clients.

 

Jeff’s list of industry and company honors is comprehensive and impressive.  He is a life and qualifying member of the Million Dollar Round Table and is a member of Equitable’s prestigious Hall of Fame.  He has served on the board of Countryside Rotary and is the past President of the Clearwater Association of Life Underwriters.  In 1997, he received one of Equitable Advisors highest recognitions by being chosen the Southern Regional Honor Agent, one of four chosen annually from over 7,000 financial professionals.  Jeff also served for two years on the Executive Committee of AXA’s National Agent Forum.

 

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

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