Susan Mccormick Davis Email & Phone Number

San Diego, Ca, Us

Greater San Diego Area

Given the recent economic turmoil and the instability of the markets, more and more Americans are looking for strategies and solutions that can provide them a guaranteed income for life in retirement and the kind of safety their families deserve. What’s more, they’re having to worry about the rising costs of health care and increasing longevity. Balancing all of these priorities may be challenging … but with the proper guidance, making sound financial decisions doesn’t have to be one of those challenges.I joined this team of financial professionals to assist my clients in accomplishing personal and retirement goals. My role is to educate you on the options available for meeting your financial objectives and assist you in making more informed decisions. After 30 years in the brokerage industry, if I could create a company to serve middle Americans, it would be this one. I work with each individual, family and business in a one-on-one environment and develop personalized strategies for taking appropriate steps given your particular situation.

San Diego, Ca

Jett Business Solutions is a Business Development and Marketing firm helping to build brand strategy and sales growth in a broad spectrum of businesses. Subsidiary company, EcuaVerde Imports, operating on a Green Fair Trade basis partnering with indigenous people worldwide.

Business Development Special Projects for a growing Public Accounting firm. Accomplishments include developing new, dynamic mission statement, creating social media and elevated web, SEO increase, developing firm rebranding campaign, hiring professional staff, writing new job descriptions, reorganize office , developing Red Flags Rule manual, working with HR on new employee handbook and working with the firms administration and operations on new business ventures

Palm Beach Gardens, Florida

As Branch Manager, I enjoyed coaching Financial Advisors to develop their full service practice. Marketing, client development and team management are some of the most important aspects of being a branch manager and I was successful in growing a branch from 14 to 25 Financial Advisors by recruiting FA's from my competition and training new advisors. Additional responsibilities included P&L management, overseeing compliance and staff development. Joined Wachovia Securities in 2003 as VP, Financial Advisor in Boca Raton, FL with focus on HNW Financial Planning with Envision and developed deep network of internal banking partners. Successful in working with local corporations to offer Financial Planning as an employee benefit for greater employee engagement.

Valencia, Ca

Managed 25 FA's in a $10 million dollar branch.

Washington, Dc

Hired over 40 new advisors annually for one of the largest branch offices. Responsible for hiring, training and development for all trainees.

Ba, Government And Politics

Activities and Societies: Student Government Vice PresidentVP of Student Government, Student Representative on Presidential Search.

Government & Politics

Activities and Societies: Student Government, Yearbook, Presidential Aide