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Philip Davin is a seasoned Financial Advisor with 24 years of experience at Edward Jones, where he has developed a distinctive expertise in retirement planning, 401k rollovers, and strategic investment advisory. Holding a Bachelor of Science in Business from Miami University, he has consistently demonstrated a strong foundation in finance, accounting, and economics. Throughout his career, Philip has successfully guided clients through complex financial decisions, leveraging his leadership skills to drive informed choices. His proficiency in IRAs, 529 plans, and investment advisory services has earned him a reputation for delivering tailored solutions. Notably, he holds the Accredited Asset Management Specialist designation from College for Financial Planning, a testament to his commitment to ongoing professional development. Philip's expertise extends to saving for education, with a keen understanding of the importance of planning for the future. His dedication to his clients and his profession has established him as a trusted authority in the financial services industry.

Credentials

  • Accredited Asset Management Specialist
    College for Financial Planning
    Jun, 2004
    - May, 2026

Experience

Education

  • 1988 - 1992
    Miami University

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Industry Focus. “Financial Services”

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