Jennifer Davey
Director of Operations/Registered Client Service Associate
Jennifer has been in the financial services industry since 1993 and has developed strong communication and organizational skills. She takes pride in bringing a white glove touch service to clients and providing them with proactive support for their financial needs. She previously spent 16 years working for UBS and over (?) years at Merrill Lynch.
Jennifer has a B.S. in Marketing from the University of Memphis. She holds a Series 7 & Series 66 Brokerage Licenses. She excels at communication with clients and has a thorough
Outside of work, Jennifer enjoys spending time with her daughter, Ellyson, particularly attending Ellyson’s lacrosse games and cheering her on. Jennifer also enjoys reading and playing with her dog, Bentley. Jennifer and Ellyson attend New Hope Christian Church.