Marcus Davis, CLU, LUTCF
✓ Verified & ClaimedGroup Health Broker
📍 Charlotte, North Carolina · 11 years experience · 20-400 employees served
About Marcus
Marcus Davis has helped hundreds of Charlotte-area businesses design group health plans that balance cost and coverage. Recognized for his expertise in banking and financial services sector benefits.
Specialties
Industries Served
Carrier Relationships
Client Reviews
"James saved our company over $180,000 in the first year by restructuring our self-funded plan. He's methodical, responsive, and genuinely invested in outcomes."
Sarah K.
VP of HR, Midwest Manufacturing Co. (340 employees)
"We'd been with the same carrier for 9 years. James did a full market analysis, moved us to a level-funded plan, and our renewal came in 12% lower than last year."
David L.
CFO, Chicago Tech Partners (85 employees)
"What sets James apart is his follow-through. He's not just there at renewal — he's checking in quarterly, benchmarking our costs, and always looking for opportunities to improve our plan."
Rebecca M.
HR Director, Regional Healthcare Group (520 employees)
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Profile Details
Service Area
Charlotte Metro, Piedmont Triad
Licenses
NPN: 8192037
Credentials
CLU
LUTCF
NAHU Member
NPN Verified
Licensed via NIPR · NPN 8192037