Stewart Davis

With over 30 years of experience in the insurance and investment business, I am committed to serving our individual clients and small business owners. Our clients face numerous challenges when navigating the ever-changing financial landscape. Our process empowers clients; helping them avoid the pitfalls and instead, optimize their financial future.

I am dedicated to the growth and development of our firm and I enjoy being involved in each step of the recruitment and selection process. In fact, a big part of my fulfillment in this career has been watching our advisors grow, prosper, and deliver on their commitments to our clients. I take great pride in coaching and mentoring and I am always looking for talented, hard-working individuals to join our firm. If you have an entrepreneurial spirit and a desire for independent growth, please contact me to learn more about this very rewarding career.

Originally from Virginia Beach, my passion for fishing (and warmer weather) brought me to Florida more than 25 years ago. When I’m not working with my clients and advisors, you can find me and my wife, Mary Jo, on the water in search of monster snook.