Juan Davila Email & Phone Number

3120 Southwest Freeway Ste 500 Houston, Tx 77098

Juan DavilaI am a Senior Portfolio Manager & Senior Wealth Management Advisor that strives to build relationship with existing clients while trying to meet new ones. My team and I believe in a full Wealth Management approach for our primary objectives, investment management, portfolio construction, and wealth planning. We have access to a dedicated specialist for Wealth Management, Estate and Trust Planning services through Sovreign Wealth Advisors & LPL Financials full enterprise suite… Show more Juan DavilaI am a Senior Portfolio Manager & Senior Wealth Management Advisor that strives to build relationship with existing clients while trying to meet new ones. My team and I believe in a full Wealth Management approach for our primary objectives, investment management, portfolio construction, and wealth planning. We have access to a dedicated specialist for Wealth Management, Estate and Trust Planning services through Sovreign Wealth Advisors & LPL Financials full enterprise suite that can help you regardless of size or complexity of your finances. I enjoy the management of assets while leaning on the firm for research and guidance to build customized portfolios that will help meet your needs. We hope to connect with anyone that doesn't have a plan or needs a second opinion on their current portfolio. We hope for a chance to help you and offer you guidance and support.Regards, Juan DavilaVice President - Wealth Manager3120 Southwest Freeway STE 500 Houston, Texas 77098Direct: 713-527-3415Main: 713-527-3400Toll Free: 888-627-2240Cell: 832-483-7220jdswealthadvisors.comClient Service AssociateChadler ThatcherMain: 713-530-3400Direct: 713-527-3304cthatcher@swealthadvisors.comInvestment advice offered through Sovereign Wealth Advisors LLC, a registered investment advisor and separate entity from LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Show less

3700 Buffalo Speedway Ste 100 Houston, Texas 77098

I was able to complete the most rigorous training program during one of the worst financial times in modern history. With a 99% fail rate the FADP program is a difficult program to graduate from if you don't come from an affluent family. However, I was relentless in my pursuit of achieving my goal of graduating and I did. I was able to successfully run my practice and give this company many years of my life. Why they were over the top in terms of our ability manage our practice I did learn many… Show more I was able to complete the most rigorous training program during one of the worst financial times in modern history. With a 99% fail rate the FADP program is a difficult program to graduate from if you don't come from an affluent family. However, I was relentless in my pursuit of achieving my goal of graduating and I did. I was able to successfully run my practice and give this company many years of my life. Why they were over the top in terms of our ability manage our practice I did learn many valuable lessons that will help me out in the future. The importance of having guardrails, and a disciplined practice along with a good back office is essential for success. Merrill taught me all about rules and regulations and what can help you and protect you and what can weigh you down from being able to fulfill your true potential. I believe these have all been steppingstones for my new job! I know with the combined knowledge from both my previous jobs I will do great things at the new Firm! Now, its time to take the training wheels off and run my practice with diligence and with the back support I need to make sure my clients get the best service possible! Show less

California, United States

B2B sales to the top Fortune 500 companies in the US. Developed great skills regarding how to talk to boards and ultra high net worth individuals. To understand and actually hear me. This helped me tremendously in my ultimate goal of being in Finance and pursue my dream.