3 Steps to a Fulfilling Financial Services Practice

Caitlin M Davis, CFP®, AAMS® has been a solo practitioner financial advisor with Edward Jones for nearly 17 years. She is focused on serving her clients deeply and completely to help her do so  she obtained her CFP  in 2018 and offers financial planning  in addition to investment and life insurance solutions.  In those 17 years she has grown her business from the ground up to a Forbes recognized practice , 7 figures in revenue and working  4 days a week to allow her time with her growing family, husband Jeff, and three children: Colton, Adalynn, and Owen. Caitlin also has been very involved in her firms leadership, empowering women and new advisors through her roles, as well as giving back to her local community.

Taco lunch will be served!