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Jeff Davoli

Jeff Davoli

Jeff Davoli

CPA Partner
Financial Advisor

E-mail: 
jdavoli@avz.com

Jeff has been a member of the AVZ Wealth Management team since 2007 and AVZ & Co., P.C. since 1990. Today, he serves as a CPA partner and financial advisor. His knowledge and technical experience allows him to give comprehensive advice that considers every aspect of their finances, including how investment decisions impact their taxes. He currently focuses on government and commercial tax and accounting work, as well as wealth management for business and individuals. He has passed the FINRA Series 7 and FINRA Series 66 exams, as well as the New York State Life and Health Insurance and long-term care license exams. He earned his Bachelor of Arts from C.W. Post University in 1984.

Get to know Jeff—

What is your personal philosophy?

Never waver from doing what’s in the client’s best interest.

What is your approach to working with clients?

I’m thorough, attentive and available. I understand that each client needs my undivided attention and I work hard to earn and keep their trust.

Tell us about your family.

I’m married to my wife, Christine, and we have three children – Samantha, Jennifer and Matthew. We also have two Havanese dogs.

Do you have any secret passions?

I love karate, mixed martial arts, classic sports cars and playing the triangle (just kidding).

Do you have a favorite sports team?

The New York Giants!

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to sell in the states of CA, CO, CT, FL, GA, IL, MA, MD, ME, NJ, NY, OH, PA, RI, SC, TN, TX, VA, and VT. This is not an offer to sell securities in any other state or jurisdiction.

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