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Benjamin Davis, Cfp® Email & Phone Number
Wealth Advisor
at
Focused Wealth, LLC
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Advisor
Location
Charlotte, North Carolina, United States
Company size
Who is Benjamin Davis, Cfp®? Overview
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Quick answer
Benjamin Davis, Cfp® is listed as Wealth Advisor at Focused Wealth, LLC, a company with 9 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Benjamin Davis, Cfp®.
Benjamin Davis, Cfp® previously worked as Senior Financial Advisor at Lpl Financial and Financial Advisor at Lpl Financial. Benjamin Davis, Cfp® holds Bachelor'S Degree, Economics from Davidson College.
Company email context
Email format at Focused Wealth, LLC
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Focused Wealth, LLC
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Profile bio
About Benjamin Davis, Cfp®
Benjamin Davis, Cfp® is a Wealth Advisor at Focused Wealth, LLC.
Current workplace
Benjamin Davis, Cfp®'s current company
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Focused Wealth, Llc
9 roles
Benjamin Davis, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Financial Advisor
Current
Oct 2022 - Present
Financial Advisor
CurrentCurrently working on a team of 3 advisors to service and manage High Net Worth relationships divided between brokerage and advisory business. Provide investment advice and solutions to our clients nationally, with securities licensing in every US State & Puerto Rico. I hold Series 7 & 66 licensing, as well being a CFP® practitioner.Certified Financial.
Jul 2021 - Present
Financial Advisor
Mar 2020 - Jul 2021
Financial Advisor
Mar 2020 - Jul 2021
Student Manager
May 2018 - May 2020
General Employee
Aug 2016 - May 2018
Student Assistant
Aug 2018 - Dec 2018
Student Assistant
May 2015 - Aug 2016
1 education record
Benjamin Davis, Cfp® education
FAQ
Frequently asked questions about Benjamin Davis, Cfp®
Quick answers generated from the profile data available on this page.
What company does Benjamin Davis, Cfp® work for?
Benjamin Davis, Cfp® works for Focused Wealth, LLC.
What is Benjamin Davis, Cfp®'s role at Focused Wealth, LLC?
Benjamin Davis, Cfp® is listed as Wealth Advisor at Focused Wealth, LLC.
Where is Benjamin Davis, Cfp® based?
Benjamin Davis, Cfp® is based in Charlotte, North Carolina, United States while working with Focused Wealth, LLC.
What companies has Benjamin Davis, Cfp® worked for?
Benjamin Davis, Cfp® has worked for Focused Wealth, Llc, Lpl Financial, Equitable Advisors, Davidson College, and Ey.
How can I contact Benjamin Davis, Cfp®?
You can use AeroLeads to view verified contact signals for Benjamin Davis, Cfp® at Focused Wealth, LLC, including work email, phone, and LinkedIn data when available.
What schools did Benjamin Davis, Cfp® attend?
Benjamin Davis, Cfp® holds Bachelor'S Degree, Economics from Davidson College.
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