Jason Davis, CFP®, ChFC® in

Jason Davis, CFP®, ChFC®

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SVP / Legal Wealth Advisor at Truist Wealth
📍 Houston, Texas, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
25 Years
Current Role
SVP / Legal Wealth Advisor
Job Level
Leadership
Location
Houston, Texas, United States
Personality Overview

How Jason shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jason cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2021
SVP / Legal Wealth Advisor
Truist Wealth
9-2018
Senior Vice President and Senior Wealth Advisor
BB&T
9-2015 - 9-2019
Baseball Coach
Paul G. Blazer High School
12-2014 - 9-2018
SVP Advisor/Commercial Lender
Community Trust Bank
10-2013 - 12-2014
First Vice President Wealth Management
Raymond James & Associates, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1996 - 2000
BBA
Marshall University
Master of Business Administration - MBA
Union College (KY)
Education details unavailable
SW Graduate School of Banking
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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