Broker Check
Rob Davies

Always a numbers guy, Rob is also an avid golfer learning from his father when he was eight years old. He golfs now with family members and clients and helps them with their golf game as well as their financial life.

Rob aspired to be a professional golfer by joining mini tours throughout Southern California hoping to one day play on the PGA Tour. After several years of following his athletic passion, he now has taken the work ethic he employed on the golf course and uses it in his career in financial services. The change in careers has taught him the significance of planning a financial life according to your dreams and aspirations.

Rob began his career with John Stokes Financial in 2012 and has played a critical role in providing high-quality advisory services for new and existing clients. His genuine desire to know clients and to help them achieve financial success has cultivated many loyal client relationships over the years. In addition to his role as a financial advisor, Rob has assumed leadership positions within the firm by training office staff and new advisors. He also manages the firm’s state sponsored presentations in which he helps professionals in transition and strengthens the firm’s partnerships with affiliated state and local agencies.

Rob graduated from California State San Marcos University with a B.A. in Economics while playing golf. He holds the Series 7 and 66 securities registrations and is also a Life, Disability, Health and Annuity agent licensed with the California Department of Insurance (license #0H37967).

Rob and his beautiful wife Jennifer enjoy traveling and spending time with their families.