Jim Davis, CFP®

Jim has more than 40 years of financial service experience. After graduating from the University of Georgia with a business degree in finance, Jim started his financial services career with Trust Company Bank of Georgia (now Truist Bank). In 2000, he moved to Vero Beach and held senior positions in wealth management and private banking. Jim spent the past 11 years at Fidelity Investments in the role as a Wealth Planner working with high net-worth individuals and their families. He is series 7, 63 and 66 licensed and obtained his Certified Financial Planner (CFP®) designation in 2014. Jim is active in the Vero Beach Community being a part of the Planned Giving Council and Estate Planning Council. Jim serves Vero Beach Global Advisors as a Financial Advisor and CFP®.