Skip to main content

Our financial advice team


Lee Davis, Private Wealth Advisor serving the Denver, CO area - Ameriprise Advisors

Lee Davis

LUTCF®, APMA, CRPC

Private Wealth Advisor

Managing Director
JL Davis Financial
48
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing

Qualifications

  • LUTCF® Life Underwriter Training Council Fellow℠
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • JL Davis Financial, Forbes Best-in-State Wealth Management Teams, 2023
  • Forbes Best-in-State Wealth Advisors, 2021 - 2023
  • JL Davis Financial, Ameriprise Client Experience Award, 2022 - 2023
  • Ameriprise Circle of Success, 2016 - 2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • St. Francis of Assisi Catholic Church, Castle Rock, CO
  • Our Lady of Joy Catholic Church, Cave Creek, AZ
  • Castle Pines Motorcycle Club
  • The Club at Pradera, Parker, CO
  • The Pinery Country Club, Parker, CO
  • Terravita Golf and Country Club, Scottsdale, AZ
  • Harley and Corvette Owner's Associations

Interests

With my lovely bride Kathy, I enjoy time with kids and grandkids the most. Golf, fishing, cruising on my custom Harleys or in the 'Vette are all passions of mine. Our family loves to travel inside and outside the U.S. and immerse ourselves in new adventures. Writing, speaking, and helping others are all passions as well-- doing my part as just so many others do-- to make our community and the world just a little bit better.