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FINANCIAL ADVISOR

Debbie Davis

616 Market St, Harlan, IA 51537opens in a new window
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About Debbie

Welcome to our office! We are passionate about helping families understand their investment needs. We will take the time to fully understand your finances and provide a specific strategy developed just for you. We explain answers to your questions in clear, easy-to-understand language and listen to your concerns. You can count on us to be your financial partner not just today, but over the years to come.

I grew up in Shelby County and attended high school here in Harlan. I believe in hard work, trust and common sense. If I say I am going to do something, I do it....

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Business Retirement Plans
  • Portfolio Reviews

Work History

  • Edward JonesAugust 2013 to Current

Education

  • California Coast UniversityMaster of Business Admin

Personal Interests

  • Volunteering
  • Spending Time with Family
  • Movies & Entertainment
  • Walking
  • Traveling

Team Members

  • Lisa Sondag
    Sr. Branch Office Administrator
  • Kylynn Heilig
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(712) 755-7271

Fax

(855) 659-1985

Office Address

616 Market St
Harlan, IA 51537opens in a new window

Mailing address

Po Box 546
616 Market St
Harlan, IA 51537

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