Ashaundá Davis, M.S., Mba, Ceo work email
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Ashaundá Davis, M.S., Mba, Ceo phone numbers
I specialize in assisting Women in White Coats to THINK & GROW WEALTH so they can live more and worry less because they have a financial partner and plan that creates confidence, reduces taxes & navigates burnout.I'm from a small city in VA with humble family beginnings. The reason I became a Wealth Advisor and Consultant, is because no one helped my father and unfortunately after consulting with three male financial advisors in my 20s, no one helped me either. Why? Simple; I was not their ideal client because I was not making a six-figure income nor was I a trust fund baby with a sizeable investment portfolio. Frustrated with the results of those experiences, a still voice inside of me said, “Ashaunda’ if you do not see it, BE it.” Many clients thank me for being a financial advisor who asks questions to listen, adds values, and seeks to remain at the center of their financial lives over the long haul, through the simple and complex financial matters that arise and who remains an active participant so they can arrive well positioned.• By financial planning we mean first developing a written Integrated Financial & Wealth Strategy Guide that serves as our roadmap. It factors in your goals, current position, and how each major component of your financial plan (risk management, tax efficiency strategies, investment growth, retirement, education, estate planning is working together in a coordinated fashion to create the picture you want to see. • By finances we mean taking a 360’ lens look at everyday money management to help you avoid losing money unknowingly and unnecessarily, increasing savings strategies, & efficiently reducing your debt position & improving their credit score.WE DEAL IN THE REAL THINGS THAT MATTER MOST TO OUR CLIENTS. WE TAKE THE COMPLEX AND MAKE IT SIMPLE. WE CARE ABOUT EACH CLIENT AND WHAT MATTERS TO THEM.CONNECT WITH ME IF YOU:- Are a busy forward-thinking professional looking for financial advice, guidance, and/or accountability.- Are in transition work-wise and want to explore your financial options for rolling over your 401k's.- Are dissatisfied with your current advisor, lack of an advisor, and/or would like a second opinion.- Are in medicine, pharmacy, therapy, or pharmaceutical sale/COMPLIANCE:2024-2974/
Amd & Assoc. Financial Group, Llc
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Financial ProfessionalAmd & Assoc. Financial Group, Llc Dec 1999 - PresentGreater Atlanta AreaRegistered Representative of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. AMD ASSOCIATES FINANCIAL GROUP is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4171235. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
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Independent Insurance AgentTransamerica Agency Network Dec 2012 - Jan 2023Nationally• Maintained client relations of over 500 clients and $300,000 in annualized premium• Responsible for acquiring new clientele• Collected premium and processed invoices for a small populace• Assisted in recruiting new agents
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Benefit StrategistLegal Shield & I.D. Shield Dec 1999 - Jan 2023Specialize in business-to-business marketing to offer legal and identity theft group benefits.Acquired over two dozen corporate benefit accounts grossed over $80,000 in gross revenue for Pre-Paid Legal Services, Inc.Implement information security policies, conduct employee training, and design an appropriate mitigation programsMaintain client relationships through quarterly serving the accounts, providing value added services/information.Successfully recruit and establish legal insurance agents throughout North America.Full life cycle recruiting process to include, sourcing, screening, interviews, and recommending agent goals with appropriate corporate divisions.Determines candidates suitability by evaluating requirements, experience, skills, education, and qualificationsResponsible for proactive recruitment of several lines of business in the legal and identity theft insurance industryConducts initial consultation with hiring manager to gather a thorough understanding of human relations/benefit objections and identify appropriate program offeringsCoordinating and conduct new agent training -
Wealth Management AdvisorNorthwestern Mutual Feb 2017 - Dec 2022Greater Atlanta Area -
Team AgentState Farm – The Taxter Agency Apr 2014 - Oct 2016Marietta, Ga -
Corporate Benefit Broker/RecruiterColonial Life Aug 2011 - Dec 2012Louisville, Kentucky AreaProtect and defend employers and working Americans against the rising cost of health care. In addition, we reduce the stress level resulting from legal issue within organization by 10%-20% to create a more productive work environment. -
Executive Assistant / Office ManagerThe Peden Companies, Inc Jun 2005 - Jul 2007Successfully advanced the efficiency of office operationsManaged all aspects of the Regional Vice Presidents schedule and daily operations.Arranged travel arrangements and speaking engagements calendar.Pre-screened and managed the prospecting and recruiting process for external candidatesWorked with hiring managers to ensure appropriate on-boarding of all new hiresConducted weekly teleconference meetings with Regional Manager to gather weekly reports and growth strategiesCoordinated regional conferences/trainings/weekly presentations through strategic business partnerships
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Career & Technical Education TeacherHampton City Schools Jan 2002 - Jun 2005Responsible for delivering high quality business minded students as potential candidates for the workforceSourced and identified Business Partners regarding pre-employment interviewing and internship opportunitiesCoordinated business programs, business events (ex.: The Apprentice candidate Maria Boren spoke to 500 HCS students), and financial intelligence assimilations. Engaged youth in highly technical digital software and peripheral equipment (i.e. voice recognition software)Developed and implemented career and technical education competency-based curriculums -
Resident Manager & Volunteer CoordinatorWesley Hospitality House Aug 2000 - Jan 2002Successfully staffed volunteer department with 40 volunteers for the following positions: customer services, ambassadors, back office agents, front desk check-in/outFull life cycle recruiting process to include, recruiting, screening, and selecting candidatesConducted New Volunteer Orientation for all new volunteer classes on a monthly basisSourced community groups for financial or labor supportActively promoted Volunteer Referral ProgramDeveloped policy handbooks, corporate forms, policies and procedures.Managed operations of facility on a nightly basis.
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Business TeacherHampton City Schools Jan 1999 - Jan 2000
Ashaundá Davis, M.S., Mba, Ceo Skills
Ashaundá Davis, M.S., Mba, Ceo Education Details
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Communication Studies -
International Business Management
Frequently Asked Questions about Ashaundá Davis, M.S., Mba, Ceo
What company does Ashaundá Davis, M.S., Mba, Ceo work for?
Ashaundá Davis, M.S., Mba, Ceo works for Amd & Assoc. Financial Group, Llc
What is Ashaundá Davis, M.S., Mba, Ceo's role at the current company?
Ashaundá Davis, M.S., Mba, Ceo's current role is I specialize in assisting Women in White Coats to THINK & GROW WEALTH so they can live more and worry less because they have a financial partner and plan that creates confidence, reduces taxes & navigates burnout..
What is Ashaundá Davis, M.S., Mba, Ceo's email address?
Ashaundá Davis, M.S., Mba, Ceo's email address is rk****@****hoo.com
What is Ashaundá Davis, M.S., Mba, Ceo's direct phone number?
Ashaundá Davis, M.S., Mba, Ceo's direct phone number is +140464*****
What schools did Ashaundá Davis, M.S., Mba, Ceo attend?
Ashaundá Davis, M.S., Mba, Ceo attended Regent University, Middlesex University, Radford University.
What are some of Ashaundá Davis, M.S., Mba, Ceo's interests?
Ashaundá Davis, M.S., Mba, Ceo has interest in Robbins Madanes Training, Llc, Recount Business Solutions, Dentist And Dental Office, Legacy International Travel, Kalika Wade Photographer, Mortgage Brokers, Papin's Bites, Community, Arts And Entertainment.
What skills is Ashaundá Davis, M.S., Mba, Ceo known for?
Ashaundá Davis, M.S., Mba, Ceo has skills like Training, Public Speaking, Leadership, Recruiting, Marketing, Team Building, Customer Service, Management, Sales, Social Networking, Employee Benefits, Business Development.
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