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Lev Davis Jr, Financial Advisor serving the Damariscotta, ME area - Ameriprise Advisors

Lev Davis Jr

Financial Advisor

Atlantic Wealth Planning Group
44
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 6 reviews
See disclosures

EMAIL
PHONE
BUSINESS MOBILE
207.600.2879
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Family Finances
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Insurance
  • Estate Planning Strategies
  • Retirement Plan Distribution

Education

  • Bradford College, Associate of Arts Degree
  • Nasson College, BA Psychology

Community participation

Supporting Local Community Organizations:

  • Coastal Rivers Conservation Trust
  • Damariscotta-Newcastle Lions Club & Rotary Club
  • Freeport Community Services
  • Maine Coast Heritage Trust
  • Maine Island Trail Association

Interests

  • Spending time with Family
  • Boating
  • Skiing
  • Tennis
  • Travel