Archives: Advisor Teams

Advisor Team

Jay grew up in the Overland Park area of Kansas City and attended Bishop Miege High School. Growing up, his family ran a small business and he witnessed first-hand how difficult it can be to achieve multiple, competing financial goals with limited or varying resources. He developed a passion for educating people on how to effectively and efficiently manage their money and other financial resources to achieve their personal goals despite the adversities of everyday life.

Jay earned his bachelor’s degree (BSBA) from the University of Central Missouri with a double major in Marketing and Management, followed by his Master’s Degree in Business (MBA) from Rockhurst University. He earned the designation of CERTIFIED FINANCIAL PLANNER™ in September of 2013 and specializes in Retirement Accumulation and Income Planning, Investment Planning, Tax and Estate planning, and working with Business Owners. He has been serving clients since 2006 and joined nVision wealth in 2013.

Jay and his wife, Jenni, are kept busy raising their two boys, Caiden (12) and Lincoln (9). Jay regularly volunteers with his sons’ boy scout troop, serves as the Head Coach for Caiden’s competitive baseball team and Assistant Coach for Lincoln’s baseball team. When the family isn’t busy with baseball or Boy Scouts, they enjoy camping, outdoor activities, and watching movies together. Jay also looks forward to playing golf with friends and likes to read books.

Chris Davidson serves as Senior Vice President for IHT Wealth Management, overseeing management of client assets while engaging professionals and business owners in growing and protecting wealth. Chris’ experience allows him to adhere to a disciplined process that delivers a highly customized wealth management experience.

In March of 2017, Chris joined LPL Financial, the nation’s largest Independent Broker/Dealer (as reported by Financial Planning Magazine, June 1996-2018 based on total revenue) to bring even more resources and capabilities to his clients. At LPL, Chris acts as a fiduciary on his clients’ behalf, and serves as both a CERTIFIED FINANICAL PLANNER™ Practitioner and a Chartered Retirement Planning Counselor® for his clients.

Chris takes time to gain knowledge of what each of his clients value most, Chris is able to help establish clear objectives, develop appropriate strategies, recommend solutions, and coordinate with his clients’ other professional advisors to bring a truly comprehensive approach to financial planning. Chris conducts regular reviews to monitor clients’ progress toward their goals and ensure consistency with any changes that may take place in their lives or their business.

Chris earned his Bachelors of Science in Finance from the University of South Florida in 2007. Chris then began his career at Ameriprise Financial, one of the nation’s leading financial planning firms. During his time at Ameriprise, Chris helped hundreds of individuals, families, and entrepreneurs achieve their goals in addition to earning many of Ameriprise’s top accolades. Chris also spent several years in leadership and was recognized as one of the top 10 branch managers in May 2016 by On Wall St. Magazine.

Chris is an avid golfer, having won and placed top 3 in several Florida State Golf Association one-day tournaments throughout Florida. Chris lives in Tampa, FL with his wife Sasha and two sons, Bryce and Dax.

QUALIFICATIONS/LICENSE INFORMATION:

  • CFP™ CERTIFIED FINANCIAL PLANNER PRACTITIONER
  • CRPC™ Chartered Retirement Planning Counselor
  • Finra Series 7 General Securities License
  • Finra Series 66 Investment Advisor Representative
  • Finra Series 24 General Securities Principal
  • FL 2-15 Life, Health, & Variable annuity Insurance License

CRPC conferred by the College for Financial Planning.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Francisco X. Diaz or Frank, as he is known, has had a life-long passion for math and helping people. He believes that the Finance industry is the perfect mixture of the things he enjoys most. Frank has nearly 20 years of financial advisor experience helping clients build customized strategies based on their individual needs. He believes that wealth management is an ongoing process that requires making adjustments as your needs change. Frank works for his clients as a fiduciary, and is an Investment Advisor Representative (IAR) with IHT Wealth Management. Trust and transparency are his most important qualities as an advisor.

Frank Diaz graduated with Honors from the University of Florida with a B.S.B.A. in Finance. He holds several securities industry licenses, including the FINRA Series 7 held with LPL Financial, the Series 66 held with LPL Financial and IHT Wealth Management, as well as the State of Florida’s Life, Heath and Variable Annuity Licenses. Frank began his career in Tampa as a Financial Advisor with Morgan Stanley in 2000. He also has over a decade of experience in the Public Education sector in Hillsborough County, specializing in the Florida Retirement System (FRS) and DROP programs.  Frank has been with the LPL Financial team as a registered representative since 2012.

He has been married since 2005 to his amazing wife Suzanne, a fifth-generation Tampa native, an accomplished corporate banker in her own right. They have two wonderful children as well as two Pomeranians. Frank and Suzanne are supporters of Junior Achievement of Tampa Bay, the Miss Tampa Scholarship Foundation, the American Heart Association, and the United Way. He enjoys spending quality time with his family, and relaxing while fishing or playing golf.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Frank began his career over 25 years ago, in a highly disciplined sector of the investment real estate industry; real estate auctions. As Head of Advisory for one of the largest firms in the US, Sheldon Good & Company, he generated one of the largest books of business over 11 years, Leading initiatives in Chicago, New York and Hawaii.

With a focus on Client Advisory services, his practice grew to include structured finance, corporate finance and real estate-centric investment banking; leading to his position at KPMG Corporate Finance, LLC, where he was Managing Director and in charge of expanding Advisory Services.

Frank later formed his family practice, as chief advisor to both private and corporate clients and their employees, offering all services in a comprehensive approach.

As Business Relationship Manager with IHT Wealth Management, Frank’s technical experience and intuition properly aligns the firm’s high-level service with Clients seeking a hand-crafted approach to investing. Frank has been interviewed by or featured in: The Wall Street Journal, The Chicago Sun Times, The Chicago Tribune, New York Newsday, Toronto Globe, FOX News, WTTW, WBBM Radio, London Guardian and MSNBC.