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Advisors

Advisor photo for JD Davis

JD Davis

CRPC

Financial Advisor

Franchise Owner
Visit JD Davis's website


Team

Janice Ceasar

Janice Ceasar

Client Service Coordinator,

Executive Assistant

Qualifications

  • Texas Notary Public
  • Master of Science - Business Management, Kaplan University, Ft. Lauderdale, Fl.
  • Bachelor of Science - Business Management, Kaplan University, Ft. Lauderdale, Fl.

Roles & Responsibilities

  • Maintain client management system
  • Call clients or prospects to set up meetings or appointment
  • Confirm client appointments and provide thorough follow up.
  • Provide support to advisor as needed; answer incoming client calls and address general service issues.
  • Update team website when necessary; help coordinate client appreciation events.
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