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Jeff Davis, CFP®
Jeff is President of Falcon Financial Management, Inc. (FFM). Jeff is a fee-based Certified Financial Planner® practitioner and has a Series 24 General Securities Principal registration. FFM is a Registered Investment Advisory firm that specializes in retirement planning and wealth accumulation. Jeff has provided financial advice for his clients since 1979.
Rooted firmly in his desire to provide quality service for his clients, and in his belief that financial planning is not a one-step process, Jeff created the award-winning Integrated Wealth Management Process™, which is “A holistic and evolutionary strategic planning program based on a conversation about your financial affairs for the rest of your life”. FFM currently supervises almost $100 million in assets.
Beyond the offices of FFM, Jeff and his wife Donna host a popular call-in radio show, Dollars & Sense, which airs Saturday mornings on WSKY 97.3 FM from 8:30 to 9:00 a.m. Jeff and Donna have also been featured on the NPR radio show, Market Place, where, over a period of 12 months, the show followed the financial lives of the Davis family as well as two other families. You can see a picture of the Davis family and listen to the audio interviews via this link: http://www.marketplace.org/features/family_matters. Jeff’s passion is wrestling; he was a high school State Champion and an All-American wrestler. He was a member of the University of Florida’s undefeated SEC Championship wrestling team in 1975 and received Southeastern Conference wrestling honors each of his four years with the UF team. He went on to be the Assistant Wrestling Coach at UF from 1975-1979.
Jeff was a member of the Wrestling Event Staff for the 1996 Centennial Olympic Games in Atlanta. He was also the Team Leader for the Florida Junior National Team from 2001-2005. By winning the Junior National Team title in 2004, Team Florida became the first Florida team ever to win a National title.
The Florida Amateur Wrestling Association named Jeff the 2004 Coach of the Year. He was inducted into the National Wrestling Hall of Fame in 2004.
Within our local community, Jeff stays active on the wrestling mat as founder and coach of the Alachua County Boys’ and Girls’ Club wrestling team…coaching little kids in wrestling as he coaches “big” kids about their money.
For his work with the Boys’ and Girls’ Club, Jeff was awarded Alachua County’s Volunteer of the Year Award in 2000.
Jeff is an active member of both the Board of Directors of St. Francis House, Gainesville’s shelter for the homeless, and the Catholic Charities Board.
Jeff and Donna have three children, John, Nick and Rachel. Donna is currently working on her PhD in Communications at the University of Florida. John and Nick are currently attending the University of Tennessee at Chattanooga where Nick is a member of the UTC Wrestling team. John has finished his eligibility at UTC where he was a three time Southern Conference Champion, and he is now pursuing a professional fighting career in the Ultimate Fighting Championships (UFC). Rachel now attends Santa Fe Community College after completing a stellar soccer career at Gainesville High School.
Team Falcon
Darla Greer
Client Relations Manager / Registered Representative
Darla Greer is Series 7 & Series 63 Securities Registered and has worked in financial services for over 20 years. She has worked with various Wall Street firms as an Operations Manager, Financial Representative and Investment Associate. She spent three years in Germany working for American Express International Bank before relocating to the Pacific Northwest. She has been with FFM as the Client Relations Manager since 1997. Darla and her family reside in Alachua.
Darla provides support to clients regarding investment decisions, cost basis, required minimum distributions, research and any other client needs regarding their accounts.
Rachelle Schoster
Operations Assistant
Rachelle started working for FFM in January of 2007 as our Operations Assistant. She came to us with two years of experience from Fifth Third Bank of Naples, Florida. There she was the Operations Assistant for their trust and private banking division.
Rachelle graduated from the University of Florida with a Bachelor of Science in Business Administration. She keeps active with her son, Hayden and husband, David. They reside in northwest Gainesville.
Rachelle provides service to our clients regarding all aspects of set-up and maintenance of client accounts; compilation and completion of client, custodian, and firm paperwork; and execution of client and firm tasks such as asset transfers, preparation of reports, and general client support.
Mari Hamilton
Office Manager / Life Insurance Specialist
Mari started working for FFM in August of 2000 as the Office Manager. She came to us with nine years of experience in the life insurance industry and assists Jeff with that aspect of FFM as well. In 2006 she obtained her life insurance license, which increased her level of qualification and ability to service our insurance clients.
Mari graduated from Buchholz High School and the University of Florida with a Bachelor of Science in Business Administration. She keeps active as a volunteer for her sorority, Kappa Kappa Gamma, and with Keep Alachua County Beautiful. She and her husband, Fred live in northwest Gainesville.
Mari provides service to our clients regarding all aspects of life insurance. As our office manager, she keeps the office running smoothly and efficiently, and she handles the receptionist duties for FFM as well.
Jennifer Johnson
Project Manager
Jennifer comes to FFM after her recent move to Gainesville in August of 2007. She moved from Orlando, where she attended the University of Central Florida, majoring in Accounting. Jennifer has two years of experience in the brokerage field. She has knowledge in option trading, account maintenance, and general compliance standards. Jennifer provides FFM with management on the numerous projects that take place within the Company. She also provides support to Jeff and the other team members by performing functions related to plan preparation and data gathering for select financial planning clients. Jennifer tracks both the work in process and the completions thereof.
Rachel Davis
Executive Assistant
Rachel started working for FFM in July of 2007 as Jeff's Executive Assistant. She is a graduate of Gainesville High, class of 2007. She is currently working towards her degree in Finance at Santa Fe Community College with the aspirations of continuing onto the University of Florida. In Rachel’s free time, she volunteers as an assistant coach for the Gainesville High Girls Soccer Team.
Rachel provides a valuable service to Jeff by handling a variety of administrative functions. Her position performs a number of secretarial and clerical duties, as needed by Jeff.
Securities and Investment Advisory Services offered through Multi-Financial Securities Corporation (MFSC), Member FINRA, SIPC. Financial Planning Services offered through Falcon Financial Management, Inc., a Registered Investment Advisor (FFM RIA). Falcon Financial Management, Inc. and FFM RIA are not affiliated with MFSC.
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Securities and advisory services offered through Multi-Financial Securities Corporation, member FINRA, SIPC, an ING Company. [ Online Privacy Policy | Important Disclosures | Privacy Promise | Order Routing Disclosure ] |