Jerry Davis is a Wall Street veteran with over 50 years of experience in the financial services business. He serves as a financial advisor, thought leader and specializes in bonds/fixed income. His goal is to help our clients achieve financial independence, serve as their confidant and provide guidance for all aspects of their lives – from helping their children manage an inheritance, to helping aging individuals caring for their family members, to teaching parents how to raise financially savvy children.

Jerry was born and raised in Cleveland. He graduated from Shaker Heights High School and Ohio University. Jerry and his original partner, Sol Libman, formed their partnership over 40 years ago at McDonald Investments. Since that time, Jerry’s time has been spent as a partner, manager and investment consultant for McDonald Investments; and since 2006 at Raymond James.

Jerry’s son Grant leads the investment selection process of the Davis Frayman Financial Group. Jerry’s eldest son, Cole, also lives in Cleveland and works in the wine industry. When he’s not at the office, Jerry can be found traveling with his sister and brother-in-law or spreading the word about his favorite new sport, pickleball. Jerry is a member of Beechmont Country Club and The Temple – Tifereth Israel.