About Jodi M. Davis

CONTACT ME

Connect with Jodi

ADDRESS

48-54 East Gordon
Bel Air, Maryland 21014

PHONE

410-893-0560 or 800-999-8609
(Fax) 410.838.3287

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FINANCIAL ADVISOR

Jodi M. Davis, Principal

With over 30 years of experience in financial services, Jodi brings a wealth of knowledge to The Kelly Group and helps strengthen the client experience through holistic planning. Known for her ability to listen and a passion for finding solutions, Jodi relishes every opportunity to help clients with their short and long term financial goals and objectives, through hands-on financial review.

Jodi’s clients benefit from her past experience with over 24 years in the banking industry. Jodi has a BA in Business from Notre Dame Maryland University, and is a Registered Representative and an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Jodi has her Series 6, 7, 63, and 65 registrations and joined The Kelly Group in 2009, as a Financial Advisor.

Jodi is a strong advocate for women, and teaches the Savvy Woman Financial Series as an adjunct at Harford Community College. Jodi also speaks extensively to couples on the strategies of Social Security and retirement planning. She serves on the Executive Board of the Women’s Giving Circle of Harford County, and was one of the original founding members.  She is member of the Chesapeake Professional Women’s Network and the Financial Planning Association (FPA).  Jodi is a 2007 graduate of the Harford County Leadership Academy.

Jodi and her husband are residents of Forest Hill, Maryland and have two married children and three grandchildren. As a couple, Jodi and her husband enjoy spending time outdoors camping with their family, and riding their ATV’s.