Heath Davis is a seasoned financial professional with over 19 years of experience in the financial services sector. Currently serving as a Financial Advisor at 1847Financial since March 2012, Heath specializes in comprehensive financial and insurance services for small to mid-sized businesses, professionals, senior executives, and physicians. Prior to this role, Heath held the position of Vice President at DVFG Advisors, LLC, where responsibilities included expanding services for similar market segments. Earlier experience includes serving as a Financial Consultant at Karr Barth Associates, focusing on risk management and wealth strategies, as well as a Financial Representative at Northwestern Mutual, where the emphasis was on risk management and wealth accumulation. Heath holds a Bachelor of Science in Business with a concentration in Marketing from the University of Maryland and possesses multiple FINRA certifications, including Series 6, Series 63, Series 66, and Series 7, along with Life, Health, and Accident Producer credentials.
1847Financial - Conshohocken/Philadelphia, PA & Boca Raton, FL Headquarters
We are evolving! We’re now part of an elite, unified national organization – 1847Financial. Penn Mutual was founded in 1847. The name 1847Financial represents the deep connection to Penn Mutual history and our unwavering commitment to our founding principles of mutuality. Our commitment to our financial professionals and clients we serve remains stronger than ever. • 1847Financial is a national organization of financial services firms that delivers the value of Penn Mutual and our broker dealer/RIA, HTK, to financial professionals choosing to be affiliated with a strong mutual company. • 1847Financial has extensive dedicated resources enabling firms to deliver customizable support for building strong and sustainable financial practices • 1847Financial firms are dedicated to a client-first approach to life insurance and wealth management, with dedicated business planning, coaching and support in their local markets. We are the destination of choice for high-performing, growth-oriented, financial professionals, and their teams, looking for a primary company affiliation partner with Penn Mutual and our broker/dealer, HTK. LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the view of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Rd Horsham PA 19044, 800-873-7637. www.htk.com 1847Financial is unaffiliated with HTK.