Lon Davis Email & Phone Number | Over thirty years experience working with Employer Sponsored Retirement Plans. Experience includes plan design consulting, participant education programs, employer plan fiduciary reviews and recordkeeping platform comparisons to optimize the Sponsor's and Participant's goals. Specialties: Graduate of National Retirement Plan Training Council in association with Rutgers University; Plan Sponsor Magazine -- Retirement Plan Consultant designation; Graduate of Cannon Employee Benefits Trust School; and completion of the PenServe Academy.

Lon Davis

Over thirty years experience working with Employer Sponsored Retirement Plans. Experience includes...
Stuart, Florida, United States

*50 free lookup(s) per month.

Lon Davis’s Phone Numbers

Get LON’s Phone Number (For Free)

Social Media

Lon Davis’s Location Stuart, Florida, United States

Lon Davis’s Current Industry Ameriprise Financial Services

Lon Davis’s Prior Industry Raymond James Financial | Morgan Keegan | Jc Bradford

Find accurate emails & phone numbers for over 700M professionals.

Regional Vice President – Retirement Wealth Strategies (Southeast Territory)

2015-09-01 00:00:00 - Present

Retirement Plan Consultant

2012-01-01 00:00:00 - 2015-08-01 00:00:00

First Vice President - Retirement Plan Marketing

1999-05-01 00:00:00 - 2012-01-01 00:00:00

Vice President

1996-03-01 00:00:00 - 1999-05-01 00:00:00

No Skills Available

No Languages Available

Lon Davis is a Over thirty years experience working with Employer Sponsored Retirement Plans. Experience includes plan design consulting, participant education programs, employer plan fiduciary reviews and recordkeeping platform comparisons to optimize the Sponsor's and Participant's goals. Specialties: Graduate of National Retirement Plan Training Council in association with Rutgers University; Plan Sponsor Magazine -- Retirement Plan Consultant designation; Graduate of Cannon Employee Benefits Trust School; and completion of the PenServe Academy.