AeroLeads people directory · profile
Davis Green Email & Phone Number
Director of Strategy
at
Partners Wealth Management
1 work email found
@kestrafinancial.com
2 phones found area 512
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Strategy
Location
Austin, Texas, United States
Who is Davis Green? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Davis Green is listed as Director of Strategy at Partners Wealth Management, based in Austin, Texas, United States. AeroLeads shows a work email signal at kestrafinancial.com, phone signal with area code 512, and a matched LinkedIn profile for Davis Green.
Davis Green previously worked as AVP, Business Consulting at Kestra Financial and Senior Associate, Advisor Benchmarking at Dimensional Fund Advisors. Davis Green holds Bachelor Of Business Administration (Bba), Marketing from Texas State University.
Company email context
Email format at Partners Wealth Management
This section adds company-level context without repeating Davis Green's masked contact details.
{first}.{last}@kestrafinancial.com
86% confidence
AeroLeads found 1 current-domain work email signal for Davis Green. Compare company email patterns before reaching out.
Profile bio
About Davis Green
Davis Green is a Director of Strategy at Partners Wealth Management. They possess expertise in marketing, life insurance, fixed annuities, disability insurance, 401k and 12 more skills.
Listed skills include Marketing, Life Insurance, Fixed Annuities, Disability Insurance, and 13 others.
Current workplace
Davis Green's current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles · 20 years
Davis Green work experience
A career timeline built from the work history available for this profile.
Avp, Business Consulting
Current
Oct 2018 - Present
Senior Associate, Advisor Benchmarking
Jul 2015 - Oct 2018
Director, Marketing Consultant For Fusion Advisor Network
Nov 2013 - Jul 2015
Investment Consultant, Advisory & Investment Services Consulting
Dec 2011 - Nov 2013
Financial Services Representative
Ted H. Heaton, Iii State Farm Insurance Agency
Jun 2009 - Dec 2011
Financial Services Professional
Oct 2007 - Jun 2009
Manager
2006 - 2007
~1 yr
1 education record
Davis Green education
-
Texas State University
FAQ
Frequently asked questions about Davis Green
Quick answers generated from the profile data available on this page.
What company does Davis Green work for?
Davis Green works for Partners Wealth Management.
What is Davis Green's role at Partners Wealth Management?
Davis Green is listed as Director of Strategy at Partners Wealth Management.
What is Davis Green's email address?
AeroLeads has found 1 work email signal at @kestrafinancial.com for Davis Green at Partners Wealth Management.
What is Davis Green's phone number?
AeroLeads has found 2 phone signal(s) with area code 512 for Davis Green at Partners Wealth Management.
Where is Davis Green based?
Davis Green is based in Austin, Texas, United States while working with Partners Wealth Management.
What companies has Davis Green worked for?
Davis Green has worked for Partners Wealth Management, Kestra Financial, Dimensional Fund Advisors, Nfp Advisor Services Group, and Ted H. Heaton, Iii State Farm Insurance Agency.
How can I contact Davis Green?
You can use AeroLeads to view verified contact signals for Davis Green at Partners Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Davis Green attend?
Davis Green holds Bachelor Of Business Administration (Bba), Marketing from Texas State University.
What skills is Davis Green known for?
Davis Green is listed with skills including Marketing, Life Insurance, Fixed Annuities, Disability Insurance, 401K, Asset Allocation, Alternative Investments, and Strategic Financial Planning.
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