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portrait of Caitlin M Davis
FINANCIAL ADVISOR

Caitlin M Davis

CFP®, AAMS™
540 Patterson St NW, Suite 100, Salem, OR 97304opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

About Caitlin

As a young girl, I did not worry about money; my parents were highly educated, had full-time jobs and ran a private practice. Our house was new, in a great neighborhood and had big backyard. We took vacations every year.

Life was good until age 12, when my mom was in a bad car accident that left her unable to return to work full time for years. This incident derailed our lives. It was scary to see my parents vulnerable, insecure and uncertain about our future. This crisis lasted because my parents had not prepared for the unexpected. This had a...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Intergenerational Planning

Work History

  • Edward JonesSeptember 2008 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Baseball
  • Reading
  • Pilates

Team Members

  • Shara Simmons
    Sr. Branch Office Administrator
  • Darlene Wiesinger
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 03:30PM
Tue 09:00AM - 03:30PM
Wed 09:00AM - 03:30PM
Thu 09:00AM - 03:30PM
Fri 09:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(503) 585-1464

Fax

(877) 359-5731

Office Address

540 Patterson St NW
Suite 100
Salem, OR 97304opens in a new window

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