Eric Davis, Financial Advisor

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Intergenerational planning
  • Wealth strategies
  • Wealth protection strategies

Personal Interests

  • Sports Enthusiast
  • Reading
  • History and Museums
  • Gardening
  • Baseball

Team Members

  • Shannon Davie
    Registered Branch Associate
  • Marie Donohue
    Sr. Branch Office Administrator
  • Daphne Lake
    Sr. Branch Office Administrator
  • Julia Dreher
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

More to explore

Find your starting point

Start here

Planning your financial future? Our Starting Point tool can help you take the first steps.

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My priorities

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Setting your path

We use an established process to help you reach your goals.

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