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MassMutual financial professional.

Jonathan Davisemail

  • Professional Story

    Jonathan is a Partner and Relationship Manager for Lenox Advisors. Jonathan joined Lenox Advisors in 2005 after spending ten years with Cowan Financial Group where he specialized in providing clients with a broad range of wealth planning services including estate, insurance and asset management planning. Jonathan holds a B.A. from the University of Arizona, CFP® designate, FINRA Series 7 registration, and is a member of the College for Financial Planning.

  • Languages:
    • English

  • Credentials:
    • CFP®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Estate Planning
    • Risk Management Strategies
    • Retirement Strategies
    • Business Owners

  • Online Services

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