Brian Davis is a Financial Advisor at Northwestern Mutual, holding the Retirement Income Certified Professional® (RICP®) designation. He specializes in creating tax-efficient strategies and long-term wealth for successful professionals and families. A graduate of the University of Oregon, he uses his experience as a former business owner to inform his financial guidance.
Brian and his wife, Melissa, are familiar with the balance of managing finances while raising a family. This personal experience fuels his passion for helping other families achieve their goals. Outside of work, he enjoys golfing, traveling with his family, and following University of Oregon athletics.
Before his career in finance, Brian co-founded a company and served as a president for another, giving him unique insight into business owners challenges.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
Explore more public profiles from related professionals.
Discover additional public profiles from our index.
Looking for someone else? Search here for anyone.