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Philadelphia Estate Planning Council

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Rick Davis

Magis Insurance Group

 

Member profile details

First name
Rick
Last name
Davis
Suffix/Designations
CPCU
Organization
Magis Insurance Group
Title
President
 

Additional Membership Information

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Primary Discipline
Insurance
Secondary Discipline(s)
  • Insurance
Professional Bio
As founder of an independent insurance firm, my team and I provide technically-based property & casualty review, program design and management to successful business owners and families. Most of career spent in high-net-worth insurance having worked for Chubb and AIG Private Client Group and enjoy significant relationships with many high-net-worth speciality insurers. Experience working with a variety of advisors, family office managers and staff of clients.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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