WAll STREET ANd RETIREmENT - A BIG dIScONNEcTAbout Michael
Michael A. Davis, ChFC®, RFC® is a Chartered Financial Consul-
tant and owner of Davis Financial Services, Inc.Michael is a well-known financial educator in the Northeast
Florida area. His retirement planning workshops have been at-
tended by hundreds of people seeking straight, no-nonsense
advice on how to accumulate and protect wealth. His goal is to educate people on
“How Money Works.” He believes that education is THE answer, guiding people to
make informed decisions.
Mike has been advising clients on how to avoid making costly mistakes for over 30
years. People who consult with him often find that they lower their tax bills, reduce
taxes on social security income, increase their estates and obtain better protection
for their financial future.
Mike Davis is often sought by local and national media for his extensive knowledge
on long-term financial planning and retirement income strategies. He has appeared
on CNBC, Fox News, CBS Action News 47, and has been quoted in Smart Money mag-
azine, the AARP Bulletin, Jacksonville Times Union and various other publications.
Mike and his wife Linda have resided in Orange Park, FL since 1983. They stay busy
with their two grown children and five grandchildren. Mike is involved in his local
community supporting Toys for Tots, American Cancer Society, MS Society, and nu-
merous other charities. He is a Vietnam Veteran and also an active member of his
church. When Mike isn’t working to improve his client’s financial situations, he enjoys
boating and golf.
Mike is an Investment Advisor Representative offering advisory services through
Global Financial Private Capital, an SEC Registered Investment Advisor. Mike has
achieved the prestigious ChFC® (Chartered Financial Consultant) designation from
the American College. Mike is also a Registered Financial Consultant and a member
of the International Association of Registered Financial Consultants. He has been a
licensed insurance agent since 1980 and is licensed in several states. Davis Financial
Services, Inc. is a member of the Clay County Chamber of Commerce and the North-
east Florida Better Business Bureau. Mike is also a Court of the Table member of the
Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals.
If you have been looking for straightforward advice and wondering who to talk to, you
have come to the right place. Mike will be glad to meet with you.