Harry Davis
About Harry Davis
My practice is focused on providing total wealth management solutions to individuals, corporate executives, and small business owners to meet their needs as well as guide them through transition periods in their personal and professional life. I look to strategically introduce Smith Barney products and services, such as financial planning, estate planning, insurance and lending services in conjunction with fee-based platforms to meet those needs. I work in partnership with my clients to build not only professional relationships but also personal relationships, gaining their trust, respect, and lifelong business. Specialties:Licensed Registered Representative - Series 7, Series 63, Series 65, Series 31, Insurance Licenses including Life, Health, and Variable Products. Corporate services for executives including Rule 144 / 10b5-1 transactions, ESOP/ESPP transactions, and Private Wealth Planning involving alternative investment products