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Fifth Third Investment Team Jeffrey Davis
Investment Executive
| Day of the Week | Hours |
|---|---|
| Monday | 9:00 AM - 5:00 PM |
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Charlotte
9034 Ardrey Kell Road Charlotte, NC 28277 USAbout Jeffrey
Serving the Charlotte area, Jeffrey provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Jeffrey works closely with you to develop an investment plan that works for your unique objectives.
My personal commitment is to provide clients with customized services to help them meet their financial goals. After working with clients to identify and define their goals and needs, I develop strategies to help them meet their objectives. I meet with my clients periodically to make adjustments to their portfolios and re-define their needs as necessary to help keep them on track to achieve their long-term goals.
I started in the financial services industry in 2007. I have worked at two other firms before starting with Fifth Third Securities in 2020.
Auburn University
- Series 7
- Series 66
- Life Insurance
Contact Me
About Fifth Third Securities
"With Fifth Third Securities, your plans and aspirations are in the hands of seasoned financial professionals focused on serving you.
We are committed to providing you personalized, comprehensive financial services designed to preserve and grow your assets1, protect your family, and allow you to create the lifestyle you want."
Learn MoreWe are committed to providing you personalized, comprehensive financial services designed to preserve and grow your assets1, protect your family, and allow you to create the lifestyle you want."
Individual Investment Services
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View ArticlesVisit FINRA’s BrokerCheck® to learn more about our financial professionals and Fifth Third Securities.
- Financial InsightsThe Financial Insights helps keep you informed with relevant articles focused on the markets, investing, and person finance.
- Visit FINRA’s BrokerCheck® to learn more about our financial professionals and Fifth Third Securities.