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Reed Recommends:

Get A Grip: An Entrepreneurial Fable . . . Your Journey to Get Real, Get Simple, and Get Results
Together is Better: A Little Book of Inspiration
Tribe of Mentors: Short Life Advice from the Best in the World
Reminiscences of a Stock Operator
The Five Dysfunctions of a Team: A Leadership Fable
Abundance: The Future Is Better Than You Think
Building a StoryBrand: Clarify Your Message So Customers Will Listen
Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future
Traction
First A Dream
Bold: How to Go Big, Create Wealth and Impact the World
The Match: The Day the Game of Golf Changed Forever
Outliers: The Story of Success
Family Wealth: Keeping It in the Family--How Family Members and Their Advisers Preserve Human, Intellectual, and Financial Assets for Generations
A Short Guide to a Long Life
Necessary Endings: The Employees, Businesses, and Relationships That All of Us Have to Give Up in Order to Move Forward
1776
No More Ramen: The 20-Something's Real World Survival Guide: Straight Talk on Jobs, Money, Balance, Life, and More
Eat That Frog!: 21 Great Ways to Stop Procrastinating and Get More Done in Less Time
Unbroken: A World War II Story of Survival, Resilience and Redemption

James Reed Davis, CFP®

Managing Member*
Wealth Advisor

reed@latitudeplanning.com

Founding Latitude Planning Group was our chance - and challenge - to create a unique culture that redefines the process of turning financial goals into reality.

Reed began his career in 2008 in the midst of the financial crisis.  While the timing presented obstacles, it also presented an opportunity because it provided a unique perspective on the importance of proper financial planning and the damage that can ensue when a family's planning is incomplete or not effectively coordinated and organized.  As a CERTIFIED FINANCIAL PLANNER™, Reed spends his time managing the financial affairs for a group of successful families and business owners and brings value to our clients by walking them through a goal-based planning process to ensure that the proper planning is in place.  In 2013, Reed launched additional corporate retirement services to help business owners manage their retirement and succession planning responsibilities.  Reed has earned a Bachelor of Science degree in Political Science with a Minor in Business and a Certificate of International Studies from Arizona State University.

A native of Knoxville, TN, Reed is an avid Tennessee Volunteers fan and in his free time enjoys playing golf, guitar and traveling with his wife, Taylor, and son, Deacon.


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Maria R. Ferrara
Client Service Associate

maria@latitudeplanning.com

We are fortunate to have welcomed Maria to the firm in 2017.  She has over 25 years of financial services experience and has succeeded in many roles including Operations Manager and Client Service Associate.

Maria was born in Chicago, but was very fortunate to have spent many years of her youth in Italy.  She began her financial services career in Chicago as an Assistant to the Managing Partner at Bacon Whipple. She continued her career in California as a team member for Merrill Lynch and Morgan Stanley thereafter.  Maria and her husband decided to relocate to Arizona due to their love of the outdoors, swimming, hiking and bike riding.  In Maria’s spare time, she loves to cook for family and friends.

*James Reed Davis is the Managing Member of Latitude Planning Group, LLC.
**Clicking this link will redirect you to an outside website.  Latitude Planning Group and Woodbury Financial Services make no endorsement, express or implied, of any links to or from this site, nor are they responsible for the content or activities of any linked sites.