6300 S. Syracuse Way
Greenwood Village, CO 80111
Toll Free: 855-620-6621
Paulette M. Davis, CRPC®
- 07/14/2018 – Shred It Breakfast Client Event
“Personal, informed perspective. That’s the essence of what I offer my clients, having worked in this industry for many years – through good markets and bad. I collaborate with my clients, providing them with proven investment strategies that deliver the financial security and independence they deserve. The right tools at the right time to assure that they’re prepared and protected no matter what the future may bring.”
In 2013, I joined Benjamin F. Edwards & Co. because I was eager to introduce investors in Denver, and across Colorado, to this firm’s special client-first culture. It is a firm that puts you – my client – at the forefront of every decision made. Here, we will work together to develop a proven, personalized financial strategy, which is designed to help you achieve your financial goals. I provide my clients with meaningful guidance that will lead to real results – their success is my success.
My financial services career started in 1986, after I worked in the hospitality industry and owned a motor/hotel and restaurant. However, I knew I wanted more, and helping people take advantage of opportunities – providing them with the right information to make the right decisions – was a true calling. Why? Because I watched my father help and advise his clients on their finances for years. As a result, I made the move and have never looked back.
Before joining Benjamin F. Edwards & Co., I initially worked as an advisor at A.G. Edwards. After approximately five years, I assumed responsibility for the firm’s Greenwood Village office as a branch manager. Over the course of the next 25-years, the branch grew from 15 financial advisors to more than 28, when I departed. Our business was successful because it genuinely helped countless individuals prepare for retirement. What did we offer clients? Stability and confidence.
Outside of work, I enjoy spending time with my wife and the four children we have between us. When I’m not spending time with family, I enjoy skiing, golfing, shooting, and I am also a private pilot. In addition, I am an EMT and served on the local ski patrol for 33 years. I am also very active in my church, with the Boy Scouts of America and the American Heart/American Stroke Association.