Providing Advisory Services in All 50 States
Eric Davis brings over 35 years of Financial Management and Investment experience to Wallstreet Group. His career includes General Manager, Chief Operating Officer and Chief Financial Officer level experience in the Insurance, Health Care and Technology industries. Eric has a Bachelor of Science in Accounting from Central Missouri State University (Now known as University of Central Missouri) and a Master of Business Administration from Lincoln University, Jefferson City, Missouri. He is also an Adjunct Professor for Columbia College teaching the subjects of Accounting, Investments, Personal Financial Planning and Strategic Management. Eric specializes in managing and protecting the Wealth and Incomes of his clients for themselves and their families. Many of these clients are small business owners whom he helps focus on meeting their personal financial goals. Eric has passed and holds the FINRA Series 7 General Securities Representative Exam, Series 63 Uniform Securities Agent State Law Exam and the Series 66 Uniform Combined State Law Exam. He is also licensed in Life and Health Insurance. He is Securities licensed in the states of Missouri, Illinois, Kansas, Arkansas, Nebraska, California, Texas, Florida and Tennessee. Through his Investment Advisor Representative license he may provide Advisory Services Nationally. Eric has been actively involved with many local civic organizations and an active member of the Jefferson City Chamber of Commerce. He and his wife Sharon are active members of St. Joseph’s Cathedral in Jefferson City, Missouri.
Where we are
Get a quote.
We typically respond within 24 hours.
1530 Rax Court
Jefferson City, MO 65019
Get Directions >
Our offices will be closed for Good Friday on Friday, April 2nd. Regular business hours will resume the following Monday, April 4th at 8 am.