Traci S. Davis, Financial Services Professional l Nylife Securities LLC

Traci S. Davis, Financial Services Professional l Nylife Securities LLC Holistic financial planning for every stage of life. Financial Professional | Securities offered through NYLIFE Securities LLC

I became an agent with New York Life in 2009 after working for 4 years in the Financial Services Industry. I graduated from California State University Monterey Bay in 2006. I live with my son in Monterey and am a proud member of the community. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement,

managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company


Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Registered Branch Address:
1731 Technology Drive, Ste 400
San Jose, CA 95110
(408) 452-6000

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. My California Insurance license number is 0F80116

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.
09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
09/07/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier....
08/13/2026

There's more financial advice out there for young people than ever—and somehow, that's making things harder, not easier. Trends like ""girl math"" and ""no-spend"" months turn budgeting into a game or a punishment, when what most young people actually need is a plan.
I'm sharing an article that gets into why all this noise is landing the way it is—and what actually helps cut through it.
https://bit.ly/4fXgPcj
Whether you’re thinking about how to build a stronger financial foundation for you or someone you care about, reach out. I’m always here to talk.

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more...
07/30/2026

Many people assume the worst about the future of Social Security, and the concern is valid. But the full picture is more complicated than “it’s running out.”
This piece from Yahoo Finance breaks down what’s actually happening and what it could mean for your retirement:
https://yhoo.it/4pQukxN
If it gets you thinking about your own situation, I’d love to connect about financial strategies to help you meet your retirement goals.

Address

400 Camino Aguajito, Suite 209
Carmel, CA
93940

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18312507597

Website

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