Achieving your goals It starts with insightful advice

Jamal Weldon Davis

Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Accredited Wealth Management Advisor℠

phone

212-333-8974



Connect with me on LinkedIn


address

299 Park Avenue
8th, 9th and 11th Floors
New York, NY 10171



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.

As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment.



Insights

Building an investment plan

Building an investment plan

Planning for the future

Planning for the future