John Davis (CFP®, CPA/PFS)

John Davis focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice
  • Tax Planning

NAPFA Start Date

November 06, 2017

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This Office

33 Blair Park Rd Ste 201 Williston, VT 05495-7532 Phone: (802) 878-2731 Fax: (802) 878-7197