Brian Todd Davis
Financial Advisor
Helping families, busy professionals and business owners design comprehensive financial plans.
Professional Experience
Brian Davis is a dynamic business leader with a proven track record of success. He and his team of experienced industry professionals help clients create comprehensive financial plans based off their individual goals and dreams. As a comprehensive financial planner, he stays with his clients through all types of life changes and helps them adjust their plans accordingly. No matter what season of life you are in, Brian can help you understand your options and create a financial plan based on where you are today and where you want to be tomorrow.
Life changes and Brian helps clients through those changes including getting married, buying a new home, purchasing investment properties, having children, becoming an empty nester, preparing for retirement and more. He has been a client of Northwestern Mutual since he got married and believes in the vision and values.
Business Owner Mindset
Prior to launching a financial planning practice with Northwestern Mutual, Brian created and launched the lifestyle brand startup, Mozen, and headed up the capital raise, strategic partnerships, product creation and sales & marketing. He also ran a consumer product brokerage company that sold container programs to larger big box retailers across the United States, Canada and Europe.
He is an experienced business owner, a husband, father and protector, and genuinely cares about helping others reach their full financial potential. He believes that there is more to a financial plan than saving. When you meet with Brian and his team, they will learn about where you are personally, professionally, and financially as well as where you want to be. They will then give you recommendations on ways to get there.
Lending a hand in the community.
Brian is an active supporter of his community.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
