Brian Davis, ChFC, CLU

Financial Consultant
Retirement Planning Specialist

Visit my web site!

Phone: 631-385-5258
E-mail: brian.davis@axa-advisors.com

Having joined AXA Advisors, LLC after graduating college in 1979, Brian Davis could not have asked for a better career! "There's nothing better than helping people and I am delighted to have the opportunity to do just that on a daily basis." comments Brian.

Specializing in accumulation and distribution planning, Brian works with his clients to meet all phases of their retirement planning needs from asset allocation to tax planning to long term care planning. With access to a wide range of products and services, Brian works hard to match the needs of his clients to the best product in the marketplace. He also prides himself on the level of service he provides to his clients. Clients can feel comfortable knowing that Brian is accessible at any time of the day, working on their behalf with the highest level of ethics and integrity.

Committed to his industry, Brian earned his Charted Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College in Bryn Mawr, Pennsylvania. He recently completed the course work for a Wharton Certificate in Retirement Planning*. He graduated from Stony Brook University in 1979 with a degree in Psychology and Sociology.

A recipient of many Industry honors and accolades, Brian inducted into AXA Advisors' Hall of Fame in 2003 recognizing his outstanding performance on behalf of his clients throughout his career. A baseball and basketball enthusiast, with interests in music and reading, Brian and his wife Kathy and two daughters, Danielle and Arianna reside in Hauppauge.

Recognizing the increasingly complex nature of the financial markets, Brian, along with his partners, formed Pegasus Private Clients Group in 2011 to better serve the needs of the markets they serve.  Pegasus Private Clients Group is committed to providing their clients with the highest level of innovative, professional and qualityservice in the areas of tax, retirement and legacy planning.

* Certificate awarded based upon completion of a training program at the Wharton School, University of Pennsylvania

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