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R. Joseph Davis, LUTCF
Investment Adviser Representative
6522 King Palm Way
Apollo Beach, FL 33572
Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or by appointment
R. Joseph "Joe" Davis Jr., LUTCF
Joe Davis has the privilege of working with small business owners and practice leaders and helping them simultaneously achieve two goals: 1) reduce the cost of one of their most significant business expenses and 2) increasing the value of their personal portfolios and net worth.
Davis's unique background is precisely what allows him to provide such a powerful combination of results for his clients. He began his financial consulting career in 1996. While acquiring experience in financial services over the years, his specialty became family and business wealth maintenance.
In 1999, Joe established his own independently owned and operated financial services firm in Tampa, Florida, Harbour Financial Group. This firm is centered on helping businesses manage the cost of their wealth management and developing safe, innovative financial strategies for the business owner that build wealth so those individuals and their families not only have security but also complete freedom to live their chosen lifestyle.
As a fee-based investment advisor and retirement counselor, Joe has the advantage of not representing big investment companies, but rather honestly representing his entrepreneurial clients without any bias to a particular strategy or product.
Specifically, Joe supports business owners and practice leaders in the Tampa Bay area who have already begun the process of wealth accumulation.
Besides authoring many informational reports, Joe has taught investment and retirement workshops throughout Tampa Bay to many teaching them in a plain and simple language that anybody can understand how to increase their investment income, greatly reduce taxes, and invest using advanced multiple asset class strategies used by the Harvard Endowment.
As much as he enjoys the technical aspects of what he does, his passion lies in sharing his knowledge and helping people invest better, smarter, and plan for a fulfilling retirement.
Joey's professional credentials include: Life Underwriter Training Council Fellow (LUTCF), designation awarded by the National Association of Insurance & Financial Advisors. He is currently working on the designation of CRC-Certified Retirement Counselor. He is fully licensed in Florida for Health, Life, Annuity, Long Term Care and Disability insurance products. He also holds the Series 65 license and is a fee-based investment adviser for Royal Fund Management, LLC
The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.
Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.