Jason Davis

Jason B. Davis, AWMA®, CFP®, ChFC®
Legal Wealth Advisor Truist Bank

1400 Post Oak Blvd

Suite 650,

Houston, TX 77056-3007

About me

Background

Jason Davis is a Legal Wealth Advisor with Truist Bank offering clients more than 20 years of experience in financial services, retirement planning, and investment management. I am a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant®, Accredited Wealth Management Advisor(SM), and a Chartered Retirement Planning Counselor(SM).

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BBA – Management
Marshall University 2000

Personal Interests

Jason Davis enjoys spending time with his family and being outdoors; he has a lifelong passion for baseball.

Specialties

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for attorneys

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for law firms

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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