Glenn R. Davidow
President

Glenn Davidow, founder of Davidow Financial & Insurance Services Inc. in January of 1979 is a Certified Financial Planner and a member and former director of the California Life and Health Underwriters Association. He is often called upon for speaking engagements because of his expertise in the insurance and financial planning fields. 

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Silvia Marroquin
Director - Senior Account Manager

Silvia joined our team in August 2007 with over 16 years of experience in the insurance employee benefits arena.  She occasionally spends time in the field assisting clients with their open enrollment meetings.  Silvia also handles claims and administrative issues for our clients of all sizes.  She enjoys spending her free time with her beautiful little girl and her brand new son.

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Rachel Davidow
Customer Service Representative

Joined Davidow Financial in 2014. She is currently working in our accounting Department while attending college for her degree in Teaching. Her goal is to get her American Sign Language degree to work with hearing impaired children. She enjoys dancing, traveling, and spending time with her friends.

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Sheldon R. Davidow
Advisor

is a licensed life, health, property and casualty agent. He is the former Executive Vice President of a major insurance company and served on several insurance companies boards. He is the former insurance staff expert for the California State Senate. He heads our Northern California office.

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In addition to our key employees listed above, we at Davidow Financial & Insurance Services, Inc. pride ourselves for the training of our customer service representatives and for their excellent service support for our clients.  Their mission is to serve you. All of our representatives have years of experience and are dedicated to resolving your business or personal coverage issues. However, one of the things that makes us different is that we bring our passion for service to you.  It is also our policy that our staff speaks with each client on a regular basis to make sure we are meeting all of your needs.

 

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 Securities offered through Innovation Partners, LLC (Member FINRA/SIPC)

 Office of Supervisory Jurisdiction: 5950 Fairview Road, Suite 806, Charlotte, NC 28210. Phone: (704)708-5461 Fax: (980)265-1555

Davidow Financial and Insurance Services, Inc. and Innovation Partners, LLC are not affiliated