John Davis
    FiduciaryCFPCPA/PFS

    John Davis

    Financial Advisor

    Copper Leaf Financial, LLC
    Williston, Vermont25 years experienceNo minimum minimum

    Areas of focus

    Business OwnersTax Planning

    Credentials & background

    Designations

    CFPCPA/PFS

    Licenses

    Series 66SIESeries 7

    Clients served

    Business OwnersHigh Net Worth Individuals

    Registered in

    Vermont

    The firm

    Copper Leaf Financial, LLC33 Blair Park Rd Ste 203, Williston, VT 05495-7532