
Latricia T. Davisemail
Professional Story
Preparing for the next step in life isn’t always easy. I help people protect the ones they love through a variety of financial products and solutions to meet their needs. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.
Education
John Jay College (2001-2003)
Nyack College (2009-2012)Hobbies
Swimming
Music
Singing Reading
Dancing
SewingAffiliations & Memberships
Community Church of Christ
Women In Corrections, Clergy Partnership Community
Women Prevailing in PrayerCommunity Involvement
United A3, Community Business Organization 100
Community Church of Christ Outreach
Community Board 12
Community Council BoardLanguages:
- English
Specialties:
- Insurance Strategies
- Financial Education
- Estate Planning
- College Funding Strategies
- Retirement Strategies
- Retirement Income Planning
- Charitable Giving
- Group Benefits
- Business Owners
- LGBTQ
- Military
- Risk Management Strategies
- Business Succession Planning