I am your guide for taking your wealth planning business to the next level, John Davenport. I am a fully licensed investment broker and an agent of a registered investment advisor. I am also an insurance broker in numerous states and a licensed attorney in New York and Connecticut. Prior to starting my own family wealth planning firm in 1997, I held positions as a corporate officer for TIAA-CREF, as an estate and tax attorney for a law firm in New York, and as a wealth planner and vice-president for Merrill Lynch.
John holds a J.D. from Pace University, an M.B.A./Finance from Fordham University and his B.A. from the University of Notre Dame.
John is a member of the New York Bar Association, the CT Bar Association, and a Fellow of the Life Office Management Association.
You choose the level of service you want. Subscriptions vary from self study module to a full one-on-one mentorship by John. Including how to become a best-selling author.
We offer a number of ways you can work with us. You can simply use our proven system and tools. Or for qualified candidates, you could explore joining the Davenport & Associates team. Or finally, you could explore using the Wealth Maximization Method in conjunction with partnering with Liberty Partners. LLC.
Regardless of how you choose to work with us, you will receive the support you need to take your business to the next level.
All of our clients receive support directly from the Davenport & Associates headquarters in Norwalk, CT. You're never alone in using our Wealth Maximization system and help is only a phone call away.
John has been a guest on William Shatner’s TV show “Moving America Forward”
He has also been seen on CBS, FOX, NBC, and ABC.
If you have any questions, please contact us. Our friendly and responsive customer service staff will respond to your questions as soon as possible.