Advisor at Tree Line Strategy Group LLC
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Firm
Tree Line Strategy Group LLC
Location
Highlands Ranch, CO 80126
Credentials
Series 65
Industry experience
2 years
Joseph Davis is a financial advisor with Tree Line Strategy Group LLC, holding a Series 65 credential and two years of industry experience. Prior to founding his independent firm, he worked for ten years at The Coca-Cola Company. In addition to advising, he provides consulting services to consumer goods companies on business strategy, digital commerce, and customer segmentation. Tree Line Strategy Group LLC offers discretionary portfolio management and sponsors a wrap fee program, serving individual and high-net-worth clients. The firm employs an active, technically driven investment approach that integrates charting, cyclical and technical analysis, Elliott-Wave principles, and volatility analytics across various securities.
1.99% annually
Account minimum: $100,000
10654 Sundial Rim Rd
Highlands Ranch, CO 80126
Colorado · Georgia
Tree Line Strategy Group LLC
2023 - Present (3 years)
Unemployed
2023 - 2023 (1 year)
The Coca-Cola Company
2013 - 2023 (10 years)
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Verified by Warmer
CFP®, Series 63, Series 65, AIF®
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Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.
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