Richard Davis - HOW TO NAVIGATE YOUR PERSONAL FINANCIAL PLAN

I have always been passionate about the real estate business. I took the Maryland Real Estate Sales class and got my license while in college at the age of 19. My first sales position was with Robert L. Gruen who was the President of the Montgomery County Board of Realtors. Gruen provided an incredible place to work with multiple offices and around 75 agents. He was a seasoned broker and a great mentor to me! At the age of 22 I wa f 22 I was a senior at the University of Maryland. I landed a Financial Planning job with an "Estate Planning" company. I have held licenses as a Mortgage Broker, a Real Estate Broker, an Insurance Broker and a Public Adjuster. I was also a Stock Broker which allowed me to put together Real Estate Syndication Limited Partnerships. I held my Certified Roofing Contractor license and I still hold the highest Certified General Contractor license available in the state of Florida and I’m licensed in Pennsylvania. As soon as I was eligible, I studied for and passed the licensing test to become a Broker and I teamed up with Bob Grimes, one of the top brokers in central Maryland. Together we started Investment Realty, Inc., located in the historic district of Frederick, MD on W. Patrick St. We specialized in the sales and property management of single family and multi-family dwellings as well as Equestrian Estates. We also founded a licensed construction company, Davco Industries, Inc., where we did land development. We laid in utilities and built county roads. Once the county roads were in, we built and sold custom houses and office buildings.

I have always enjoyed being a student of investments and

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