Wendy Gonzales Davis
Wendy Gonzales Davis
Associate
.
FIC, RICP®, CLTC®
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About Wendy Gonzales Davis
I’ve been with Thrivent since 2013, specializing in retirement income distribution strategies and long-term care planning. My passion for financial guidance comes from personal experience; after losing my husband to cancer in 2010, I saw just how important early and intentional planning can be. That experience shaped my commitment to helping others feel prepared and supported through life’s transitions.
I chose to work with Thrivent because it allows me to serve people of faith, which aligns with my personal values. Building strong, lasting relationships with my clients is one of the...
My qualifications
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Series 6 - Investment Company Products and Variable Contracts Limited Representative
- Investment Adviser Representative
- Series 7 - General Securities Representative
My state licenses
- Florida
- Indiana
- Kentucky
- North Carolina
- Ohio
- Virginia
- Washington DC
Office location
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
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