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Jaime Davison

Advisor Image
Jaime Davison
Financial Advisor
.
RICP®
110 B N. Main Street, Suite C
Wauconda, IL 60084
Higher Education Planning
Women's Markets
Tax Efficient Planning
Young Families
Retirement Planning
Business Owners
About Jaime Davison
I've spent my career listening and providing solutions in different financial situations. For the last few years, I've put those skills to use helping individuals and their families. I love meeting people of all backgrounds and experiences, and listening to their stories - their dreams & needs. I help provide personalized advice and guidance at all stages of life. When we work together, I can help you:
  • Protect your loved ones from the impact of death, disability, or long term care needs
  • Build and protect wealth during your working years.
  • Access your money when you need it - especially at retirement.
  • Give to communities, causes and institutions you care about.
Education & Accomplishments
  • Valparaiso University, BS - Business Administration with Accounting & Sports Management, Class of 2000
  • FINRA Series 7 & 66
  • CPA (Inactive) - November 2000
  • Walther Lutheran High School, Class of 1996
Interests & Activities
Interests & Activities
  • Proud wife & mom of two active kids
  • Co-Vice President, Wauconda High School Fine Arts Booster Board
  • Volunteer at Wauconda High School theater and band events
  • Served as President of District 118 PTO
  • Served as President of Wauconda Grade School PTO
  • Served as Wauconda Youth Football Merchandise Chair
  • Served as Co-Sunday School Superintendent and Teacher, St. Matthew Lutheran Church, Hawthorn Woods
  • I love traveling the country with my family, especially visiting our beautiful National Parks
  • I enjoy live music and musical theater



Why Thrivent?
I am proud to be a Thrivent financial professional. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • Bachelors of Business Administration/Management, Valparaiso University
  • Retirement Income Certified Professional®
  • Series 7 - General Securities Representative
My state licenses
  • Florida
  • Illinois
  • Indiana
  • Maine
  • Michigan
  • Missouri
  • North Carolina
  • South Carolina
  • Texas
  • Washington
  • Wisconsin

Insights

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How to donate to charity in your will
How to donate to charity in your willIncluding a donation in your will or estate plan can help you make a lasting difference for the causes you care about. From designating a nonprofit as a beneficiary to making a bequest or establishing a trust, there are a variety of flexible ways to give—and potential tax benefits too. Explore your options for donating through your will. ⬇️
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A balanced financial plan keeps long-term security in view while you prepare for near-term education costs. It doesn’t have to be “either/or”—it’s about prioritizing and sequencing. Contact me today if you'd like help mapping your goals and timeline. See thrivent.com/social for important disclosures.
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What could your future look like with the right plan? Whether you're planning for what's next or navigating a new chapter, you don't have to figure it out alone. Let's talk about what matters most to you, then build a personalized financial plan to help you achieve your goals. See thrivent.com/social for important disclosures.
Office location
Office Location
Wauconda Location
110 B N. Main Street, Suite C
Wauconda, IL 60084
Phone847-337-9156Hours

Weekdays by appointment.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations