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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Record $6.5B Dividend Payout

Demonstrating strength, Northwestern Mutual announces record $6.5B dividend payout to policyowners. Read more

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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