Josie Davis

Josie Davis is a Senior Partner at Caldwell Wealth Management for the Miami Office Location.  Josie has a background in the Real Estate industry. Ms. Davis is Florida, Texas, California, Georgia, Kansas, Missouri, Tennessee, Nevada, Oklahoma, New Jersey, New York, Pennsylvania, Maryland, Louisiana, Illinois, and North Carolina.  

She wants to help people navigate tricky financial products and provide clients with peace of mind. She believes all clients should be aware of their risk exposures. Her goal is to help her clients understand what financial strategies make sense for them so that she can provide them with proper financial planning.

She also can obtain licenses to service you if you are not currently in these states listed. 

We understand that our clients are the most important part of the firm, and that personalized service is essential when matching clients with the right financial product and services. Whether your current goals involve financing a child’s college education or planning for retirement, we want to help you make the best decisions with your money.

Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan.