2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Davis Masella
At Edward Jones, my main focus is to help business owners build a comprehensive plan to prepare for their retirement, develop tax-efficient investment strategies, get their estate ready for the future, and much more. I believe in investing in...
ABOUT DAVIS
At Edward Jones, my main focus is to help business owners build a comprehensive plan to prepare for their retirement, develop tax-efficient investment strategies, get their estate ready for the future, and much more. I believe in investing in quality products with a well-diversified portfolio over the long term. Building a plan involves getting to know you personally, finding out where you are, where you would like to be, whether you can get there, figuring out how to get there, and staying on track. Call the office today to set up a free consultation.
