Eric Davis, MBA
Financial Advisor / Managing Partner
Providing advisory services in all 50 states
Eric Davis brings over 45 years of financial management and investment experience to Wallstreet Group. He has held leadership roles as General Manager, Chief Operating Officer, and Chief Financial Officer across the Insurance, Health Care, and Technology industries.
As a Financial Advisor and Managing Partner, Eric specializes in helping manage and protect the wealth and incomes of his clients, many of whom are small business owners. He focuses on helping them achieve their personal financial goals.
Eric holds a Bachelor of Science in Accounting from the University of Central Missouri and a Master of Business Administration from Lincoln University in Jefferson City, Missouri. He is also an Adjunct Professor who has taught Accounting, Investments, Personal Financial Planning, and Strategic Management. His professional certifications include the FINRA Series 7, Series 63, and Series 66 exams, and he is licensed in Life and Health Insurance.
Eric is actively involved in local civic organizations and is a member of the Jefferson City Chamber of Commerce. He and his wife, Sharon, are dedicated members of St. Joseph’s Cathedral in Jefferson City, Missouri.
Wallstreet Group Advisors
1530 Rax Court
Jefferson City, Missouri 65109
*Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC.
**Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Wallstreet Advisors and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).