James Reed Davis, CFP®
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.
Maria R. Ferrara
Client Service Associate
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.
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