Brenda Davis has over 32 years of experience helping financial advisors grow their practices. As a life insurance specialist, Brenda provides a framework of sales tools, underwriting solutions, product expertise and point of sale support to insurance professionals. Brenda is uniquely positioned to bring unparalleled value to firms through her expert knowledge in jumbo case strategies, portfolio diversity and complex impaired risk underwriting.
Brenda’s career in the financial services industry began in 1986, when she joined Phoenix/WS Griffith as a sales representative. During her 18 year tenure with Phoenix, Brenda went on to assume the roles of Sales Manager, Planning Department Director, Chief Marketing Officer and Registered Principal. In 1996 Brenda was Phoenix’s first female Sales Manager of the Year, a distinction she repeated for five consecutive years.
Brenda is NASD Series 6, 63, 7 & 24 registered, holds her Life & Health Insurance Licenses, and has acquired the prestigious Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Additionally, Brenda is an approved instructor for the State Boards of Accountancy and Insurance in New Jersey and Pennsylvania. She has spoken internationally on Wealth Management Topics and has been a featured speaker at numerous industry meetings including GAMA International; the New Jersey Association of Life Underwriters; and the Special Olympics Planning Committee.
When Phoenix closed their career distribution system in 2004, Brenda joined Premier Brokerage Services as Director of National Accounts Department. Brenda shares Premier’s core belief that the true measure of her worth is her ability to help high end financial advisors build a more profitable business