James F. Davis






"Ethics and good business go hand in hand.  I operate on the  principles of honesty and integrity. And I never forget that great advice starts with great listening."


James is the founder and President of Davis Financial Strategies and an LPL Financial Advisor. James values the personal relationships he has built with his clients over his 27+ year career in the financial services industry. He takes pride in learning each of his clients' unique financial situations and develops customized strategies to help them pursue their financial goals. 

With a focus in comprehensive financial planning and investments, he specializes in working with pre-retirees to help them prepare for a comfortable retirement by focusing on their long-term goals. James is passionate about providing personalized service to each of his clients and takes pride in his detailed follow-up service along with his no-pressure approach. 

Born and raised in Illinois, James earned his Bachelor of Finance degree from Western Illinois University in 1994 and holds his Series 6, 7, 63 and 65 registrations with LPL Financial and can serve as a fiduciary. 

James is passionate about supporting non-profits and is an active member in his community.  As part of his belief in the importance of giving back, he has raised more than $20,000 for the Leukemia and Lymphoma Society and thoroughly enjoys support charitable causes. Additionally, he is a board member of Ronald Knox Montessori School in Wilmette, a member of the Skokie Chamber of Commerce, and a member of the Greater North Shore Estate & Financial Planning Council (GNSE&FPC).

James resides in Wilmette with his wife and three children.  In his spare time, he enjoys spending time with family, attending church, tennis, traveling and visiting national parks. He is also an avid sports fan and enjoys rooting for the Cubs, Blackhawks, Bears and Bulls.









To learn more about how Davis Financial Strategies can help you address your financial goals,  please contact us today.