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Jerrie Davis

Jerrie Davis

Administrative Assistant

When you work with Jerrie Davis, you can’t help but smile. Not only is she a delightful person to converse with, but she encompasses tremendous experience so you know that everything you need done, will be done, and usually well before you expect it.

Jerrie has been an Administrative Assistant with TPG for more than 18 years. In this vital role, she delivers wide-ranging client service and support, including meeting preparation, account opening and maintenance, cashiering, and problem resolution.

Along with tending to client requests and needs, Jerrie also supports TPG’s office staff. Her care and attention to detail are what make her an invaluable asset to clients and the entire TPG team. For Jerrie, building generational wealth goes beyond facts, figures, and everyday business transactions—it means getting to truly know the people she’s proud to work with and serve.

Before joining TPG, Jerrie was a 30 plus year veteran of a major property and casualty insurance company, where she held positions in agent’s licensing, sales/marketing, and executive management. While working in the licensing and marketing departments, she helped provide customer service assistance to more than 1,000 independent insurance agents across the U.S.

A volunteer at St. Joseph Parish, Jerrie enjoys reading, movies, watching sports, and spending time with her friends and family. She has a son and daughter, as well as three grandsons and two granddaughters.