J. Leland

J. Leland "Lee" Davis

President

Phone: 303.691.3827 ext 107
Fax: 303.691.3824
E-mail:

 

Registered Principal
Owner, J.L. Davis Financial Corporation

Lee began his financial services career a year after arriving in Colorado in 1975. Incorporating the business in 1985, Lee and the firm specialize in comprehensive wealth management for entrepreneurs and wealthy families. Additional areas of concentration include multi generational estate and business succession planning. With a strong belief in the power of investments in society and families, Lee enjoys carefully creating, monitoring and reviewing the investment plans of his clients, as well.
 
After attending Baylor University and the University of Colorado, Lee studied in the Certified Financial Planner (CFP) Designation program through the College for Financial Planning. He has completed the Life Underwriter Training Council Fellow (LUTCF) program through his long membership in the National Association of Insurance and Financial Advisors, and has undertaken additional course work in the Chartered Financial Consultant (ChFC) program from American College. Lee is also a member of the Financial Planning Association’s Denver chapter.
 
Long at the forefront of the financial advisory movement, Lee maintains a high-octane practice for his significant clientele. The firm now serves individuals and companies in sixteen states and several countries around the world, providing financial advice, investments, insurance, and benefit plans to carefully selected clients. He is a Life and Qualifying Member of MDRT, with the elite “Court of the Table” qualification on his list of accomplishments. He has served on the Board of the local chapter of the National Association of Insurance and Financial Advisors. As an author, Lee has published articles in a range of journals and has been quoted in Individual Investor magazine. He is a frequent speaker to industry groups on financial topics and business development.