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Jason Davis

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

1400 Post Oak Blvd

Suite 700,

Houston, TX 77056-3007

Jason.davis@truist.com

Phone 713-821-6159

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About me

Background

Jason is a Legal Wealth Advisor with Truist Bank, offering clients more than 20 years of experience in commercial bank, retirement planning, and investment management. Jason’s focus is a foot wide and a mile deep. He specializes in working with law firms, lawyers, and others associated with the legal industry. Where those things apply he and his team provide solutions on the commercial and retail front as well as a full suite of wealth management service. 

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 enjoys spending time with his family. He has spent most of the last twenty years on a ballfield and now prefers spending time on the water or in the woods.

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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About Our Process

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Hello, my name is Jason Davis, and I’m a Legal Wealth Advisor with the Truist Legal Specialty Group in the Lone Star State. My practice is a foot wide and a mile deep. I work with law firms, lawyers, and others associated exclusively within the legal space. As a wealth advisor, I take the lead and bring in other teammates as needed—to form a single team focused on a client's goals. I spend time listening to and understanding the priorities and needs of the of the individuals and firms I work with. And then, I customize a strategy, so everything works together—seamlessly. I have been working in finance for more than 20 years and have helped guide clients through some exciting periods of growth and through several periods of economic uncertainty. I believe it is that experience which makes me a trusted advisor to my clients. When not working, you can find me somewhere in the woods or on the water. I love being outside with my family! All of our clients have their own unique vision. I can’t wait to hear yours!

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