Fee-based financial planning is at the heart of everything we do at the Davis Financial Group. By modelling every aspect of our clients’ financial lives, we help demonstrate how all the pieces of one’s finances are interconnected and interdependent. We then project the model out into the future to show the hypothetical results of various decision-making scenarios that illustrate clients’ goals and objectives, and we use these models to form the basis of a plan.The plans we create direct… Show more Fee-based financial planning is at the heart of everything we do at the Davis Financial Group. By modelling every aspect of our clients’ financial lives, we help demonstrate how all the pieces of one’s finances are interconnected and interdependent. We then project the model out into the future to show the hypothetical results of various decision-making scenarios that illustrate clients’ goals and objectives, and we use these models to form the basis of a plan.The plans we create direct whatever additional work we do for clients in the area of investment management, insurance services or estate planning, and helps direct the work of our clients’ other advisers as well. Our unique approach involves working closely with our clients over the course of their lives to help them achieve their goals and understand, preserve, grow, value and share their assets—and their values.We provide financial planning and investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 330 Whitney Avenue, Suite 600, Holyoke, MA 01040, Tel: 413.539.2000.To help meet the financial needs of clients, we also offer products such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plans and investment services, and annuities. I am licensed to sell insurance in MA, CT, LA, NY, NH, NV, MD, VT and VA and securities in MA, MD, NV, CT, ME and NH. Show less

Responsible for marketing to, engaging, closing and maintaining mutually beneficial relationships with clients for this established marketing research firm. Industry emphasis includes healthcare, financial services, charitable foundations, state agencies and others. Representative clients include Massachusetts General Hospital, Citizens Bank, MA DPH, The Wallace Foundation, Sara Lee Corp., Avid Technologies and ABC News.

Providing independent marketing, sales, business development, web site development, search engine optimization, recruitment and project management services to a wide variety of organizations in the for and not for-profit sectors. Clients include the National Yiddish Book Center, WorldTide, Inc., Top Shelf Sedan Service, The Harold Grinspoon Foundation and The PJ Library.

Responsible for performing new-business development, managing and mining over 100 client accounts, and for providing marketing and strategic consultation to clients of this business solutions provider.

Responsible for this Internet-based customer acquisition solution's Marketing, Client Services and Implementation departments. Managed eight direct reports. Created the company’s core application architecture, process/software flow, and business rules. Served as a central member of the management team responsible for raising almost $15 million in venture capital. Prospected and closed million dollar plus deals with high visibility, multi-national clients.

Developed new capabilities and functionality for the company’s employment-based website and served as recrutier specializing in placing candidates with expertise in ERP (Enterprise Resource Planning) systems such as PeopleSoft, Oracle, Lawson, SAP and JD Edwards software packages.

Co-owned and operated a full service recording artist and record producer management firm. Clients included three Grammy winners who worked with artists such as Eric Clapton, James Taylor, The Band, Steve Winwood, Blondie and others.