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

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

 

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