Jennifer M. Davis, CFP® - Email & Phone Number

Vice President and Financial Advisor at Relative Value Partners, Llc

Jennifer M. Davis, CFP® is based out of Greater Milwaukee and works at Relative Value Partners, Llc as Vice President and Financial Advisor.

Jennifer M. Davis, CFP®'s Contact Information

Latest update

May 15, 2024

Location

Greater Milwaukee

Jennifer M. Davis, CFP®'s Work History

Vice President and Financial Advisor

Relative Value Partners, LLC

Jan 2022 - Present

Vice President

Brownson, Rehmus & Foxworth

Dec 2020 - Jan 2022

Associate

Brownson, Rehmus & Foxworth

Sep 2018 - Dec 2020

Paraplanner

Resource Consulting Group

Nov 2017 - Jul 2018

Jennifer M. Davis, CFP®'s Education

Princeton University

2009 - 2013

Jennifer M. Davis, CFP®'s Skills

Microsoft Office

Microsoft Excel

Microsoft Word

Data Analysis

Analysis

Working With Clients

Jennifer M.'s current employer

Relative Value Partners, Llc

Description

Relative Value Partners offers comprehensive wealth management services for high-net-worth individuals, families and institutions.

Website

rvpllc.com

HQ Location

Northbrook, IL, United States

Number of employees

11-50

Industry

Financial Services

Latest update

April 30, 2024

Read about Relative Value Partners, Llc

Frequent questions about Jennifer M. Davis, CFP®

What company is Jennifer M. Davis, CFP® working for?

Jennifer M. Davis, CFP® works for Relative Value Partners, Llc.

What is Jennifer M. Davis, CFP®'s function at Relative Value Partners, Llc?

Jennifer M. Davis, CFP® is Vice President and Financial Advisor at Relative Value Partners, Llc.

Where is Jennifer M. Davis, CFP® based?

Jennifer M. Davis, CFP® is based out of Greater Milwaukee.

Who are Jennifer M. Davis, CFP®'s co-workers?

Jennifer M. Davis, CFP®'s colleagues are Bob Huffman, Mike Taggart, Christina MacQuarrie, Kathryn Glanz, Whitney Spencer, Catherine Goel, Ruth Uress, Jeffrey Fosselman, David McGranahan.

Jennifer M.'s co-workers

Bob Huffman

CEO

Mike Taggart

Vice President, Investment Research & Operations

Christina MacQuarrie

VP, Compliance & Operations

Kathryn Glanz

Vice President

Whitney Spencer

Vice President and Financial Advisor

Catherine Goel

Partner; Director of Operations and Chief Compliance Officer

Ruth Uress

Director

Jeffrey Fosselman

Senior Wealth Advisor

David McGranahan

Financial Advisor - Partner

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