Our Team

Our Team

 

For over two decades, Jeff Davis has provided a unique and highly personalized financial planning and asset management service for retirees, small business owners, professionals and institutions. He specializes in retirement planning, estate planning, business succession planning and investment/portfolio construction/management. As the principal of High Country Wealth Management in Banner Elk, North Carolina, the firm's mission is to "Help guide our clients to make the best financial decisions for their future through education, communication and service which exceeds our clients' expectation."

Prior to opening High Country Wealth Management, Jeff built, transitioned to independent and sold a large, successful financial planning practice and product/services distribution network from scratch in Southeast Georgia.

Securities and Investment Advisory Services offered through Cantella & Co., Inc. Member FINRA/SIPC

States Registered in: NC, Tenessee, South Carolina, Georgia, Missouri, Kentucky

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