Bryan Davis

Bryan Davis Email and Phone Number

Account Vice President / Financial Advisor at Duesenberg Davis Wealth Management at UBS @ UBS
zurich, zurich, switzerland
Bryan Davis's Location
Greater Madison Area, United States
Bryan Davis's Contact Details

Bryan Davis personal email

n/a

Bryan Davis phone numbers

About Bryan Davis

Tailored solutions through personalized service. There is nothing more important to me than understanding what matters the most to you. I bring to Duesenberg Davis Wealth Management an established process to help achieve your goals. This process includes taking a complete view of each clients current situation. I work to assess a clients comfort with risk, their assets, liabilities, income, insurance needs, rate they save, final objectives and estate considerations. I also welcome the opportunity to work with your accountant, attorney and other trusted professionals to deliver a comprehensive strategy that leverages everyone's unique expertise.I joined Duesenberg Davis Wealth Management at UBS in August of 2021, moving over from a competing firm. Born and raised in Milwaukee, WI, I proudly serve clients in many states across the US. Prior to my work in finance I was a Head Men's Soccer Coach at the NCAA Division 1 level (Wright St. University). I definitely lean on this experience when working with my current clients as every single day was about setting a plan and executing it. I reside in Deerfield with my wife Erin, who is also on our team, as well as my twin Step Daughters Haley and Avery./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Bryan Davis's Current Company Details
UBS

Ubs

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Account Vice President / Financial Advisor at Duesenberg Davis Wealth Management at UBS
zurich, zurich, switzerland
Website:
ubs.com
Employees:
81377
Bryan Davis Work Experience Details
  • Ubs
    Account Vice President
    Ubs Aug 2021 - Present
    West Des Moines, Iowa, United States
    *Wealth Management*Financial Plans*Retirement Income*Estate and Legacy Considerations*Business Owners
    View
  • Edward Jones
    Financial Advisor
    Edward Jones Nov 2018 - Jul 2021
    Madison, Wisconsin Area
    Financial Advisor at Edward Jones servicing both the local Madison community and beyond.
    View
  • Edward Jones
    Financial Advisor
    Edward Jones Nov 2018 - Jul 2021
    View
  • Wright State University
    Head Coach Men'S Soccer
    Wright State University May 2009 - Jul 2018

Bryan Davis Skills

Social Media Public Speaking Event Planning Customer Service Microsoft Office Leadership

Bryan Davis Education Details

Frequently Asked Questions about Bryan Davis

What company does Bryan Davis work for?

Bryan Davis works for Ubs

What is Bryan Davis's role at the current company?

Bryan Davis's current role is Account Vice President / Financial Advisor at Duesenberg Davis Wealth Management at UBS.

What is Bryan Davis's email address?

Bryan Davis's email address is br****@****ght.edu

What is Bryan Davis's direct phone number?

Bryan Davis's direct phone number is +193722*****

What schools did Bryan Davis attend?

Bryan Davis attended University Of Wisconsin-Madison.

What skills is Bryan Davis known for?

Bryan Davis has skills like Social Media, Public Speaking, Event Planning, Customer Service, Microsoft Office, Leadership.

Who are Bryan Davis's colleagues?

Bryan Davis's colleagues are Upanshu Gaharana, Timothy C., Tracy Hardaway, Christoph Römer, Anthony C., Claudia Costeira, Antonio Londino.

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