Graham W. Davis
Financial Advisor|BBA, CLTC®
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Years of Experience
Representing Northwestern Mutual since 2012.
Personal
Graham William Davis is a South Florida native being born and raised in Jupiter, FL, where his parents still reside. Graham graduated the highly-ranked Suncoast High School in Riviera Beach and was accepted by Florida Atlantic University to fulfill his dream of working with the United States Secret Service. During Graham's freshman year at FAU, he joined the Pi Kappa Alpha Fraternity and was finally admitted and sworn into the USSS, after a two year, intensive background and screening process. During his time at FAU, Graham held many executive level positions in the fraternity, assisted the Secret Service with top-secret matters involving the U.S. financial infrastructure, and attended to his full-time class schedule.
After graduating Florida Atlantic University with a Business Administration degree in Business Management, Graham decided to follow his finance and business background through a referral into the Northwestern Mutual. His passion for helping others and attentive customer service holds true for his practice within the financial services industry, focusing on planning for families, executives, and business owners.
Graham has an affinity for health, fitness, cars, family, travelling, and adventure. When he is not working, you can usually find him enjoying the lovely scenery we sometimes take for granted; whether it be bicycling down A1A, working out, sport shooting, travelling the world, or just being adventurous with his wife, Sophie and dog, Bailey.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
