Mr. Davis’s career spans three decades in financial services. A SEC Registered Investment Advisor, he has broad experience with tax-avoidance strategies that help build client net worth and since 1990.
As President/CEO for his RIA firm (Safe Harbor Asset Management); this has distinguished itself with a 15-year audited performance history (unique in the investment advisory community). He has been giving workshops on tax-free exchanges to the real-estate broker community in the New York Tri-State area since 2005.
You can reach Steve at: firstname.lastname@example.org