Gary R Davis, CFP®, CLU®, ChFC®, LUTCF®

Financial Representative

Gary Davis works with his clients to build a comprehensive financial plan using a dynamic planning process and a large network of experts. People have chosen to work with Gary Davis and his team because of their lead values of vision, contribution, and logical thinking. Gary and his team will help you look towards the future by asking thought provoking questions about what matters most to you and your family. They will help give you the financial solutions you need in order to align your personal, professional, and financial objectives. The real benefit of working with Gary Davis and his team is the confidence that we have implemented a solution that will serve you and your family today, as well as help you prepare for the best and worst scenarios in the future. 

My Mission

Our mission is to develop enduring relationships built on trust and integrity with clients by providing expert advice for a lifetime of financial security. We help accomplish the most critical financial goals through effective risk management, wealth accumulation, and preservation. Our team provides clients with innovative solutions tailored to their specific needs and goals using world class insurance products and internationally recognized investment products.

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck