Jim Davies, AIF
Investment Advisor Representative
Jim Davies is an Investment Advisor Representative with an Accredited Investment Fiduciary® designation. Jim provides comprehensive financial and retirement planning for his clients.
Jim has 35 years in the financial services industry in a variety of positions. During an extensive career in commercial banking he was one of the founding directors of Cache Bank and Trust and an Account Officer for FDIC. His experience working with his customers through many market downturns and business cycles is invaluable in helping his clients navigate the complexities of managing their investment portfolios and planning for retirement. He has also owned and operated a commercial construction company and an independent insurance agency.
Jim is a graduate of Indiana University and the Graduate School of Banking at the University of Colorado.