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Brad Davis
Financial Advisor
Edward Jones - Cookeville,TN
As your Edward Jones branch team, we believe it's important to invest our time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determ...... Show More
Location & Business Hours
Friday
08:00AM to 05:00PM
Saturday
closed
Sunday
closed
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About
As your Edward Jones branch team, we believe it's important to invest our time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.I joined Edward Jones as a financial advisor in October 2006, opening the firm’s second branch office in Cookeville. I became a limited partner with Edward Jones in 2014.I earned a Bachelor of Science degree in education from the University of Tennessee at Martin.In addition, I received the Accredited Asset Management Specialist™ designation in 2010. This expanded my knowledge in investment strategies, risk, return, and investment performance, asset allocation and selection, tax-sensitive investment strategies, investing for retirement, executive compensation and other benefit plans, insurance products, estate considerations and regulatory issues for advisors.In 2024, I received the CERTIFIED FINANCIAL PLANNER® certification. A CFP® professional must meet rigorous education, training and ethical standards in the areas of financial management, tax-sensitive investment strategies, insurance, estate considerations and retirement and must pass a comprehensive CFP® board exam.My wife, MaryAnn, and I have three children; Leann, Hunter and Harrison, and two grandchildren, Atticus and Violet.My branch is well-staffed with two excellent client service advocates.Senior branch office administrator Brenda Alsobrooks started with the firm in April 2007 and became a limited partner in 2015. Branch office administrator Ciera Pedigo started with the firm in July of 2021 after working for more than 17 years as a paralegal. Brenda and Ciera are dedicated to providing the highest customer service to our clients.Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their business and their lives.At Edward Jones, we’re focused on you. The firm employs thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
Specialities
Portfolio Reviews
Retirement Income Strategies
Wealth Strategies
Estate & Legacy Strategies
Entrepreneurs & Business Owners
Special Needs Financial Considerations
Outdoor Enthusiast
Photography
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FAQs
Here are some Frequently Asked Questions about Brad Davis
What organization is Brad Davis associated with?
Brad Davis is associated with Edward Jones.
What is Brad Davis’s work email address?
Brad Davis’s professional email address is b*********2@e**********.com. You can also email Brad Davis by clicking on the contact Brad Davis.
Where is Brad Davis based out of?
Brad Davis’s primary location is Cookeville, TN.
What is Brad Davis's phone number?
Brad Davis's phone number is (931) 526-2565
What is Brad Davis's title??
Brad Davis is a Financial Advisor.