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Our financial advice team


Kailee M Davis, Financial Advisor serving the Faribault, MN area - Ameriprise Advisors

Kailee M Davis

MBA, BFA, RICP®, APMA

Financial Advisor

Grinney & Davis Wealth Management
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Insurance
  • Intergenerational Planning
  • Saving for Education
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Investments

Qualifications

  • BFA™ Behavioral Financial Advisor
  • RICP® Retirement Income Certified Professional®
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7
  • FINRA Series 6
  • FINRA 63
  • FINRA 65
  • Life/Health/Insurance Licensed- #16517124

Education

  • Graduate Degree, MBA/Master of Business Administration. LaSalle University- Philadelphia, PA
  • Undergraduate Degree, Business Administration with a concentration in International Business. Gwynedd Mercy University- Gwynedd Valley, PA

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

Fun Facts:

-I have traveled to almost all 50 states with just a few just left to visit.

-I was in attendance for the Eagles FIRST super bowl win at US Bank stadium.

-I LOVE any and all animals.

-I’m a competitive volleyball player, it's what I love to do in my downtime.

Passions in Life

I enjoy helping people and giving back to my community. I have been given so much from others over my life and it’s a passion to continue goodwill, personally, professionally, and emotionally. Mentorship and community service are two areas that are most important to me.