Jodi M Davis

Jodi M Davis [ChFEBC℠]

48 E Gordon Street
Bel Air, MD 21014

Original Certificate Date: 1/30/2020

ChFEBC℠ Number: 21DB10J02

Organization: The Kelly Group

Phone: 410-893-0560
Fax: 410-838-3287

Email: jodi@kellyria.com

Website: www.kellyria.com

States Currently Licensed: MD

Primary Investment: Custodian: Fidelity Investments

Services: Financial planning, retirement planning, risk management, Medicare & Social Security planning, wealth management, and coordinating federal employee benefits

Additional Information: I teach classes at the local college on Social Security, Medicare, retirement planning for baby boomers, the Savvy Woman Series, and coordinating retirement benefits.

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