Josie Davis - Ameriprise Financial Advisor

09/09/2026

A simple plan today can make a lasting difference tomorrow. Life insurance can help provide financial security for the people who matter most and help keep their future on track if the unexpected happens. Planning ahead is one way to protect what you’ve worked hard to build. Message me to start the conversation.

09/08/2026

🎉🎂 Happy Birthday, Josie! 🎂🎉

Join us in wishing Josie a very happy birthday today! 🥳🎈

If you see her out and about, be sure to tell her Happy Birthday! We hope your day is filled with lots of laughs, great memories, and maybe even a little cake! 🎂❤️

Help us celebrate by dropping a birthday wish in the comments below! 🎉👇

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

09/03/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/24/2026

🎒📚 Here's to a new school year!

We want to wish all the kids heading back to school a year full of new friendships, exciting opportunities, and lots of success. Have a fantastic year! 🍎✨

08/21/2026

Whether it's navigating a canoe or navigating your financial future, having the right plan makes all the difference. 🛶☀️ We hope everyone is enjoying their summer and making memories with the people who matter most!

08/20/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

08/18/2026

Heard of 529 plans — but not sure how they actually work?

You’re not alone. Understanding contributions, withdrawals, and eligible expenses can make a meaningful difference in how these plans are used.

This article answers some of the most common questions. I can help make planning feel more approachable.

Learn the ins and outs of 529 plans.

08/16/2026

Happy Tell a Joke Day!
Why did the financial advisor bring a ladder to work?
Because helping clients reach their financial goals is always a step in the right direction! 🪜📈

If you're ready to take the next step toward your own financial goals, we'd love to help. Visit us at https://bit.ly/4hxNq9G