John J. Davis
Wealth Management Advisor
John J. Davis entered the insurance business in January 1980. After 10 years in the sales department of John Hancock's general agencies, he joined William Cahill to form the independent Cahill Davis Group. As a licensed insurance agent, a registered representative and investment adviser representative of Cetera Advisor Networks, John has worked with families and individuals for over 30 years to help them meet their financial goals and needs with life insurance and investments from the accumulation phase to the income phase. He has worked with businesses in the management of qualified plans such as 401K in addressing what he believes to be a shortfall in the appropriate and effective plan design. He utilizes a select group of investment managers and plan administrators to achieve proper design and implementation of retirement plans and employee benefits. He continues to work in business succession planning with the small closely held businesses for estate conservation and legacy planning for his clients.
Cahill Davis Group is committed to the community we live and serve. With several youth sponsorships, John has also coached youth and high school baseball and hockey for over 30 years. John has served on the board of park commissioners for Milton for over 15 years, as well as on the board of many charities and nonprofit organizations.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and support you in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We look forward to using our experience to help you pursue your financial goals and continue your journey to a secure future for you and your family.