CAHILL DAVIS GROUP - Key Persons
Ashley Ball joined the team as our Operations Manager in April 2021. In her role she focuses on your client experience and helps support the day to day operations of the practice. Ashley enjoys helping clients implement their financial planning needs no matter what stage of life they are in. With her background, Ashley maintains a client-centered approach in every interaction and has great appreciation for the needs of our clients. She understands the importance of our role in our clients lives, and is dedicated to helping those we work with have the ability to enjoy the life that they have worked so hard for over time.
Before beginning her career in financial services, Ashely worked for 7 years in the healthcare field in both the clinical setting and in practice administration. She also spent time working in a support role at the University of New Hampshire.
Ashley graduated from the University of New Hampshire with a Bachelor of Science majoring in Occupational Science while minoring in psychology and then went on to complete her Master's Degree in Occupational Therapy.
When not working, Ashley enjoys riding her scooter around the Seacoast of New Hampshire, spending time with her family and friends at the beach or at home in North Hampton.
Job Titles:
- Wealth Management Advisor
John J. Davis entered the insurance business in January 1980. After 10 years in the sales department of John Hancock's general agencies, he joined William Cahill to form the independent Cahill Davis Group. As a licensed insurance agent, a registered representative and investment adviser representative of Cetera Advisor Networks, John has worked with families and individuals for over 30 years to help them meet their financial goals and needs with life insurance and investments from the accumulation phase to the income phase. He has worked with businesses in the management of qualified plans such as 401K in addressing what he believes to be a shortfall in the appropriate and effective plan design. He utilizes a select group of investment managers and plan administrators to achieve proper design and implementation of retirement plans and employee benefits. He continues to work in business succession planning with the small closely held businesses for estate conservation and legacy planning for his clients.
Job Titles:
- Wealth Management Advisor
Joe believes that his clients deserve a personalized plan that is approachable in order to help them reach their financial goals. Joseph works with his clients to see the big picture and analyzes all of the contributing factors. He partners with clients to assess short- and long-term financial aspirations, time frames and individual risk tolerance to help clarify their path to achieving financial success.
Joe's client-focused, goals-based approach to financial planning not only ensures that each individualized plan meets the client's expectations but also lays out the strategies to execute their plan successfully over time. He prides himself on his established methods that guide clients towards their financial targets in the most tax-efficient manner. Joe focuses on private wealth management, retirement income planning, small business retirement plans, college funding, creating and protecting a family legacy, and trust services.
Joe began his career in financial services in 2005 and joined Cetera Wealth Partners after Voya Financial Advisors was acquired in 2021. Joe earned his Bachelor of Science in Business Administration with a major in Finance from the University of New Hampshire. Joe is an Investment Advisor Representative with Series 7 and 66 securities registrations. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP ®) certification, Chartered Retirement Planning Counselor designations (CRPC®) as well as Life, Accident and Variable product insurance licenses.
Rachel came to work for Cahill Davis Group in October 2020 after working as the Executive Assistant to a large business owner for 17 years. You will find her to be friendly, helpful and knowledgeable.
Before joining John, Joe and Ashley, Rachel received both her bachelor's and master's degrees from Brandeis University. She worked with many social service organizations before transitioning to support work when her now 19 year old son was born.
In her spare time, Rachel enjoys boxing, taking walks, riding her bike, reading and spending time with her family and friends.