TJ Davis, ChFC®, CEPA, AEP®
Login to view DISC.TJ Davis is the CEO and Wealth Advisor at Finley Davis Private Wealth, specializing in helping high-net-worth families, business owners, and physicians with complex financial decisions. Recognized by Forbes as a Best-In-State Wealth Advisor, he holds ChFC®, AEP®, and CEPA® designations, focusing on estate and business succession planning.
Outside of work, TJ is a dedicated family man who enjoys spending time with his wife, Ashley, and their four children. He is also actively involved in his Eugene community, serving as a board member for the Sacred Heart Medical Center Foundation, demonstrating a commitment to local health initiatives.
His firm, Finley Davis Private Wealth, was voted the Best Financial Planning Service in Eugene for three consecutive years.
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TJ has no verified education history
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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