Davis M. Charles

Financial Services Professional

Davis joined GoldBook Financial in August 2023 as a Financial Services Professional.

Preparing for the next step in life isn’t always easy. Along with a team of professionals, Davis offers guidance to his clients to help them reach their financial goals. He provides comprehensive financial strategies and/or focus on one specific area of need.

Davis has worked in the insurance industry since 2021. Prior to joining GoldBook, he worked at Innovative Financial with a focus on final expense life insurance.

In his spare time, Davis enjoys playing golf, football and lacrosse. He is Life, Accident and Health licensed.

CRN202610-5155753

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