Greg Davis
Wealth Planning Consultant
- Case Design
- Product Specialist
- LTC Planning
Capitas Financial
Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.
Greg Davis
Wealth Planning Consultant
Biography
Greg is an Internal Sales Consultant at Capitas Financial, where he works closely with financial advisors to provide life insurance solutions and sales support. Having previously interned with Capitas while attending college, Greg returned to the company in 2023 after several years as a Full-Stack Java Developer, bringing a unique blend of technical expertise and relationship-focused service to his role.
A graduate of St. Edward High School in Lakewood, Ohio, Greg is a proud alumni of Miami University in Oxford, Ohio.
Outside of work, Greg enjoys spending time on the golf course, experimenting with new recipes in the kitchen, exploring local restaurants, following hockey, and cheering on The Ohio State Buckeyes.
NorthCoast Brokerage Agency
NorthCoast Brokerage is an independent brokerage general agency providing support services and point-of-sale assistance to our clients in the various financial services industries. We offer clear solutions to your client's complex problems with objectivity, independence, and a multiple carrier portfolio.
Our full service, one-stop approach, allows you to "partner" with an organization that is dedicated to your growth and success. We provide you with the tools and services necessary to maximize your opportunities today, while helping you build for tomorrow.
