Davis Jerry

Atlas Brown is a leading provider of comprehensive family office services in Louisville, KY. With a team of experienced professionals, they offer a suite of solutions to help clients preserve, manage, and grow their wealth for future generations. Through a multi-generational planning approach, Atlas Brown coordinates and integrates their clients' financial affairs, ensuring family wealth continuity. Their deep heritage in family wealth management makes them a trusted partner for individuals seeking personalized and strategic wealth management solutions.Generated from the website

ACCESS WEALTH MANAGEMENT ACCESS Wealth Management is a financial services firm specializing in high net worth clients, many of whom have achieved the highest accomplishments in the sports, entertainment and business worlds. They include champions of NASCAR, the Super Bowl, NFL Pro Bowl, NBA and NCAA basketball, multi-platinum recording artists, top-tier executives with major corporations, an Ernst & Young Entrepreneur of the Year, and the CEO of the largest energy brokerage company in the world. Investment products & services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Wells Fargo Advisors is the trade name used by two separate registered broker-dealers; Wells Fargo Advisors, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company. ACCESS Wealth Management is a separate entity from WFAFN. 11/09. We are currently licensed to provide securities-related services to residents of (AZ, CA, FL, GA, IL, IN, KY, MD, MI, MO, NC, NY, OH, OR, TN, TX). Additional licenses may be obtained to provide securities-related services in other states as needed. We are currently licensed to provide insurance-related services to residents of (AZ, CA, FL, GA, IN, KY, MD, MI, NC, NY, OH, OR, TN, TX). Additional licenses may be obtained to provide insurance-related services in other states as needed.

Davis Financial Services, located in Jeffersonville, IN, offers expert financial planning services to help individuals and families secure their financial future. With a team of seasoned professionals, they specialize in creating personalized strategies tailored to each client's unique goals and circumstances. From retirement planning to investment management, Davis Financial Services is dedicated to providing comprehensive guidance and support every step of the way. At Davis Financial Services, clients can expect a collaborative approach that puts their needs first. By taking the time to understand their clients' financial aspirations and concerns, the team ensures that every recommendation aligns with their long-term objectives. Whether you're planning for a major life event or seeking to build wealth over time, Davis Financial Services stands out for their attention to detail and commitment to helping clients make informed decisions about their financial well-being. Generated using this place's available information