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Helen D
CFP®, Series 63
Dublin, OH
Lifemark Securities Corp.
Helen Davis is a CFP® with 36 years of experience in the financial services industry, currently serving at Lifemark Securities Corp. since 2018. Her prior experience includes roles at Foresters Equity Services, Inc., LegalShield Inc., and founding Davis Financial Management Group. Outside of advisory work, she is involved in charitable organizations as a board member and treasurer, and is an author of children’s books through Grandma Davis LLC. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans, offering tailored, suitability-driven advice supported by multiple program options and platform tools.
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