Creative Financial Partners :: Robert W. Davis

Rob enjoys being able to offer clients the benefits that an independent company offers such as being able to select the product that best fits the client's needs and being able to offer a full suite of financial, insurance and planning products. He is licensed by the Securities and Exchange Commission and The Ohio Department of Insurance.

Rob's financial interests include:
• 401(k) rollovers and retirement accounts
•Helping families get started planning for their future
• Tax-advantaged savings plans

Rob lives in Sylvania Township with his wife, Mary and son Joseph. Rob is actively involved in the community as a member of the Mobile Meals of Toledo Board of Directors. He serves on the Executive Committee, Strategic Planning Committee and is the President-elect ofthe organization. Rob is also a graduate of the Leadership Toledo community involvement program.

In 2010, he was named one of the "20 under 40" in Toledo, Ohio; an award given to those who have been influential in the region.

Rob was raised in St. Henry, Ohio, a rural farming community of about 2,000 people in west central Ohio. He is a proud graduate of The Ohio State University. Prior to joining Creative Financial Partners, Rob worked at a large, local health system for several years and then for a private agency in downtown Toledo.

In his spare time, he enjoys supporting The Ohio State University and traveling to Columbus and Chicago to see familiy and friends.

Phone: 419-873-8500
Extension: 1027
Fax: 419-873-8503
Cell: 419-290-2552

Rob's Links:
• Mobile Meals of Toledo
• OSU Athletics
• Toledo Mud Hens

Download Rob's Newsletters
Winter 2008
Spring 2008
Fall 2008
Spring 2009

Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Creative Financial Partners are not affiliated. Additional products and services may be available through representatives of Creative Financial Partners or Creative Financial Partners that are not offered through AIC. Securities products are limited to residents of Ohio, Michigan and other states where our representatives are registered.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Creative Financial Partners will contact you to provide requested information.

Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.