Background
Managing Director, Wealth Management Partnerships
Jamison Davis brings more than 20 years of financial services experience to The Well as a financial advisor, firm owner, partner, wholesaler, VP of Sales, and senior business development leader. He has sat on both sides of the table: as someone building a firm and as someone helping firms grow.
That dual perspective means he understands not just where RIA firms are today but what they are building toward. He works exclusively with independently owned RIA and wealth management firms.