Jodi M Davis [ChFEBC℠]
48 E Gordon Street
Bel Air, MD 21014
Original Certificate Date: 1/30/2020
ChFEBC℠ Number: 2B11J2D00
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.