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Rick Davis
Rick Davis
Managing Director | Oxford Financial Group, Ltd.
Indianapolis, Indiana, United States
Rick Davis
Summary
Rick Davis is a seasoned financial professional with over 16 years of experience as the Managing Director at Oxford Financial Group, Ltd. Based in Indianapolis, Indiana, he specializes in providing strategic advice to family clients in estate and financial planning, business succession, and wealth accumulation. A graduate of the University of Michigan Law School, Rick combines his legal expertise with a strong foundation in business finance from the Indiana University Kelley School of Business. His role on the Board of Directors at Oxford showcases his leadership capabilities and commitment to the firm’s mission. Rick is known for developing innovative family gifting strategies, which highlights his forward-thinking approach to wealth management. His extensive experience in the depository banking industry positions him as a trusted advisor in financial matters. Rick's professional journey reflects a blend of legal acumen and financial strategy, making him a valuable asset to his clients and the organization.
Rick Davis
Work Experience
Managing Director at
Oxford Financial Group, Ltd.
May 2007 - Present
Rick Davis
Education
Indiana University Kelley School Of Business, B.S.
January 1981
Frequently Asked Questions about Rick Davis
What is Rick Davis email address?
Rick Davis's primary email address is ******@ofgltd.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Rick Davis work for?
Rick Davis is a Managing Director at Oxford Financial Group, Ltd., a company specializing in Functions related to depository banking.
Where Rick Davis graduated from?
Rick Davis holds a degree in Business Finance from Indiana University Kelley School Of Business.
How can I directly contact Rick Davis?
To contact Rick Davis directly, you can use the email address ******@ofgltd.com. Complete contact information is available upon registration with Muraena.
Who is Rick Davis?
Rick Davis is a seasoned financial professional with over 16 years of experience as the Managing Director at Oxford Financial Group, Ltd. Based in Indianapolis, Indiana, he specializes in providing strategic advice to family clients in estate and financial planning, business succession, and wealth accumulation. A graduate of the University of Michigan Law School, Rick combines his legal expertise with a strong foundation in business finance from the Indiana University Kelley School of Business. His role on the Board of Directors at Oxford showcases his leadership capabilities and commitment to the firm’s mission. Rick is known for developing innovative family gifting strategies, which highlights his forward-thinking approach to wealth management. His extensive experience in the depository banking industry positions him as a trusted advisor in financial matters. Rick's professional journey reflects a blend of legal acumen and financial strategy, making him a valuable asset to his clients and the organization.
Rick`s contact details
******@ofgltd.com
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