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Jennifer Davis

CFP®

Senior Wealth Advisor

Jennifer Davis

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Jennifer Davis

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Jennifer

Jennifer specializes in sophisticated, comprehensive financial planning with a goal of helping clients with all aspects of their financial lives. Her client base reflects a strong focus on young professionals and individuals with second-generation wealth. Jennifer loves to puzzle through complex situations to help clients make important decisions that will ultimately impact their families and their future for many years to come. 

Jennifer began her career at Brownson, Rehmus & Foxworth in 2013 and also worked at Charles Schwab before joining Focus Partners Wealth.

Jennifer was raised in northern Illinois and was based around Chicago for most of her early career. She now lives in Frisco, Texas, with her husband and children. She is an avid runner who completed her first marathon in 2024. 

Education and Professional Milestones

-Princeton University - bachelor’s degree 

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