Clifford R Davis Jr
Financial Advisor|MSFS, CLTC®, CASL®, CLU®, ChFC®
Professional
What attracted me to my career is the opportunity to connect with my clients on a high level of integrity and mutual respect. Northwestern Mutual provides the platform that is aligned with my personal values.
Years of Experience
Representing Northwestern Mutual since 1992.
Education
Gannon University - Marketing (Bachelor of Science)
Personal
I live on a small farm with Ellen, my wife, my daughter Elizabeth and two cats.
- Graduated from Gannon University Army ROTC in 1984
- Graduated from US Army Armor School in 1985
- Graduated from US Army Airborne School in 1985
- Graduated from US Army Infantry Mortar School in 1985
- Graduated from US Army Quartermaster Advanced Course in 1990
- Commander of HQs and A Company, 210 FSB in 1991
- Lieutenant Colonel in 2003
- Retired as Lieutenant Colonel, USAR November 2007
I enjoy spending time with my family, gardening and history.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
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.
Here are my 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.
