Santa
Barbara, CA
Santa Barbara, CA
Private Wealth Advisors
Jeffrey Davis
Client Services
Krista Knoles
Santa
Barbara, CA
Santa Barbara, CA
Krista Knoles
Jeff leads our Santa Barbara office as its senior Private Wealth Advisor, bringing more than 42 years of experience as a financial advisor. He joined us from Raymond James, where he served as Vice President of Investments, and previously held similar positions with respected firms, including UBS, A.G. Edwards, and Merrill Lynch.
Throughout his career, Jeff has built a loyal client base by putting his clients’ needs first, developing lasting relationships, and taking a disciplined, value-oriented approach to managing their wealth. His commitment to personalized service and long-term relationships has been central to his success.
Jeff is deeply involved in the Santa Barbara community. He has served on the boards of the Santa Barbara Symphony Endowment Fund, Santa Barbara Christian School, and Page Youth Center.
Jeff grew up in Carpinteria and has lived and worked in Santa Barbara for the past 45 years. He and his wife have three children, all of whom live and work in Santa Barbara, and four grandsons. Outside of work, Jeff enjoys reading, gardening, spending time at the beach, and, most of all, being with his family – especially his grandsons. His life is guided by three enduring priorities: faith, family, and gratitude for the privilege of living in this wonderful country.