Preservation Financial Group, LLC

CONNECT

Address:

208 Sunset Drive, Suite 113
Johnson City, TN 37604

Phone:

423-952-0861

Fax/Other:

423-631-0179

Davis D. Garrison III

Davis Garrison is an Investment Advisor Representative and the owner and founder of Preservation Financial Group, LLC, an independent boutique financial services and insurance consulting firm.  Over the last 30+ years, Davis has had the privilege of meeting with hundreds of professionals, business owners, corporate executives and individuals regarding the enhancement of their lifestyles, protection of their assets and include income solutions for retirement.

Davis takes his responsbility as an Investment Advisor Representative very seriously.  Acting as a Fiduciary, ensures his clientele that his recommendations are independent, customized, and in all cases in the client's best interest.  A Fiduciary responsibility holds the firm to the highest standard in the industry.*

Our areas of experience include retirement income planning solutions, financial, business and estate planning, as well as fee-based advisory services for creative, institutional level investment platforms.  Davis primarily serves clients in the Southeast, but can represent clients in any state.

Background:

  • Attended East Tennessee State University, Johnson City, TN
  • Four years of service in the United States Marine Corps
  • Ten years as an Air Traffic Controller

Licensing:

  • Series 65 - Investment Advisor Representative License
  • Life, Health and Accident Licenses

 

* (Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services.  Advisory clients are charged a quarterly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.)

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck