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Gary Davis, Pat Kerfoot, and Elias George work with their clients to build a comprehensive financial plan using a dynamic planning process and a large network of experts. People have chosen to work with Gary Davis and his team because of their lead values of vision, contribution, and logical thinking. Gary and his team will help you look towards the future by asking thought provoking questions about what matters most to you and your family. They will help give you the financial solutions you need in order to align your personal, professional, and financial objectives. The real benefit of working with Gary Davis and his team is the confidence that we have implemented a solution that will serve you and your family today, as well as help you prepare for the best and worst scenarios in the future. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Gary Davis, Pat Kerfoot or Elias George. Community Involvement Gary Davis has been involved in many organizations in the community over the years and has held a variety of roles in those organizations. In his biggest role yet, he is the Chairman of the PGA TOUR event, Justin Timberlake Shriners Hospitals for Children Open in Las Vegas, Nevada. Combining Gary's love of golf and his passion for the Shriners Hospitals for Children, a passion that has continued for over 20 years, he hopes to bring new pizzazz to a historic tournament. Please learn more about Gary Davis' work with the community.
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My MissionOur mission is to develop enduring relationships built on trust and integrity with clients by providing expert advice for a lifetime of financial security. We help accomplish the most critical financial goals through effective risk management, wealth accumulation, and preservation. Our team provides clients with innovative solutions tailored to their specific needs and goals using world class insurance products and internationally recognized investment products. Northwestern Mutual Financial NetworkWe provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience. What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. |
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Legal Notice | Online Privacy Statement | Customer Privacy Notice © 2009, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor.
Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries and affiliates. Gary R Davis is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 515 S Flower St Fl 33, Los Angeles, CA 90071-2201, 213-243-7000, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC. NM and the Strategic Financial Group are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.
The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.
Gary R Davis is primarily licensed in Nevada and may be licensed in other states.
CA License: #0D24289 CFP Board owns the certification marks CFP®, Certified Financial Planner™ and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements. |
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