Helen M Davis


Helen M Davis


Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Helen M Davis
At work

At work

At work

Why I do what I do

Why I do what I do

I am so blessed to be able to make a living by helping others as well as their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s very rewarding to be able to do what I do.

I serve members in…

the Archdale-Trinity community and all of Randolph County.

I can help you plan for life using a variety of tools, including…

life insurance, annuities, mutual funds and variable annuities.

I enjoy working with…

people. I am a people person, and meeting new people is an added bonus of being a financial representative.

I attended…

Davidson County Community College with an associate's degree in Computer Science.

I am very proud of…

my role as a financial representative. Though I am fairly new, I have my life license, and my FIC designation. I have enjoyed these educational experiences because I feel all the training, classwork and exams will make me a better representative and allow me to serve my clients better.

Before Modern Woodmen, I…

was a financial secretary at Wheatmore High School for eight years. I loved my job and the connection it allowed me to have with my community.

I chose Modern Woodmen because…

I was looking for a challenging job that would still allow me to make an impact on the people I care about and the community I love. I believe this job nurtures my need to help others in a much grander way.

The best part of my career is…

when I leave a family in much better shape than where I found them. When I go to a meeting, my main objective is to discuss their needs and then show them ways to meet those needs. Whether it's planning for their retirement or protecting their families with life insurance, I feel good knowing I helped make a positive impact on their lives.

A favorite moment in my career was when…

I went on my first meeting alone and was able to passionately and wisely convince a young couple that they needed protection, even though they didn't have any children. It was definitely a joyous moment for me, and I could not wait to phone my managing partner to share the news!


I want to change the perception of insurance one family at a time. Because I worked in the school system, I witnessed several sad events that were only magnified because the family did not have funds to bury their loved one. Although our community will rally to help those in need, life insurance is a guaranteed way to protect those you love the most. Armed with the knowledge of life insurance, IRAs, and retirement planning, I feel I have a variety of ways to make a difference.

“I am so blessed to be able to make a living by helping others as well as their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s very rewarding to be able to do what I do.”
At home

At home

At home

My life outside of work

My family includes…

my husband, Alan, and three children. My oldest daughter, Katy, is 2016 graduate of UNC Chapel Hill and a student at Brody School Of Medicine in Greenville, North Carolina. She is set to graduate in May 2022. My middle daughter is also a graduate of UNC Chapel Hill, and she has a master's degree in counseling and is currently at APP State University to obtain her doctorate in counseling. My son, Adam, works at UPS and is also a senior at UNCG, working toward a degree in philosophy.

In my free time, you can find me…

hanging out with my children, planning a party for someone, or watching Netflix. .

I’m passionate about…

my family. I enjoy all things family, and I incorporate fun events into our everyday lives as often as I can. I also enjoy hanging with my extended family, with at least one vacation a year involving all 24 of us.

My greatest blessing is…

my family and my health. As you get older, it becomes obvious that there are certain things that are true blessings, things that money can't buy - and that is your family and your health!

My personal motto is…

Work hard in silence. Let success make the noise.

My hidden talent is…

I am somewhat crafty. I have never met a craft project that beat me! :)


I am very fortunate to have been married to Alan for 32 years and to be blessed with my three wonderful children. They are so supportive and encouraging -- and my biggest fans!

Community impact

In the community

In the community

My local community impact

I have lived in my community…

for the last 48 years. I was born in Cleveland, Ohio, and moved to North Carolina when I was only 2 years old.

What I like best about my community is…

the amazing people who live here. It is home to me, and I plan to reside here for the rest of my days. My favorite thing about my community is people genuinely care for one another, and when there is a need with one of our own, we rally and make it happen.

My favorite volunteer activities are…

ones that support causes that are dear to my heart like cancer awareness, Alzheimer's, etc. In the past, I have helped organize food drives for C.O.A.T (Community Outreach Archdale Trinity), an organization that provides groceries for those less fortunate.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

helping provide positive experiences for kids with Modern Woodmen’s local youth service clubs.


Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

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