Bill Davis (President)

Biography

Bill entered the insurance business in 1975 and has both field and home office management experience. In 1980, he moved to Cleveland and became partners with Bob Oglevee in R.C. Oglevee Agency, Inc. representing Crown Life of Canada. In 1991, as NorthCoast Brokerage, they became a Founding Partner of Capitas Financial, Inc., with whom they are still associated.

Bill’s technical knowledge and expertise in the estate and business planning areas have been a valuable resource to our firm and our brokers. Bill is a past member of the Capitas Board of Directors, enjoys public speaking, and has been a guest speaker before such varied groups as the Internal Revenue Service – Estate and Gift Tax Division, several Ohio and Pennsylvania CLU® chapters and Estate Planning Councils, and both regional and national stockbrokerage company seminars.

He is an accredited continuing education speaker for the Ohio Bar, the Ohio Society of CPAs, and the Ohio Insurance Department. Bill is available to assist you and your clients in advance case design and implementation.

NorthCoast Brokerage Agency

NorthCoast Brokerage is an independent brokerage general agency providing support services and point-of-sale assistance to our clients in the various financial services industries.  We offer clear solutions to your client's complex problems with objectivity, independence, and a multiple carrier portfolio.

Our full service, one-stop approach, allows you to "partner" with an organization that is dedicated to your growth and success. We provide you with the tools and services necessary to maximize your opportunities today, while helping you build for tomorrow.

Capitas Financial

Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.