Marie Davis

Marie Davis Email and Phone Number

Davis Wealth Management @ Davis Wealth Management
Chancellor Court, 21 The Calls, Leeds,LS2 7EH,United Kingdom
Marie Davis's Location
Elk Grove, California, United States, United States
Marie Davis's Contact Details

Marie Davis work email

Marie Davis personal email

n/a
About Marie Davis

At Davis Wealth Management I am involved involved with the Marketing, Scheduling, Website, Coordinating and executing private and public workshops, client events, and company branding. I love assisting clients in achieving their financial aspirations.

Marie Davis's Current Company Details
Davis Wealth Management

Davis Wealth Management

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Davis Wealth Management
Chancellor Court, 21 The Calls, Leeds,LS2 7EH,United Kingdom
Employees:
6
Marie Davis Work Experience Details
  • Davis Wealth Management
    Coo
    Davis Wealth Management Oct 2014 - Present
    9281 Office Park Circle, Ste.144 Elk Grove, Ca 95758
    We believe that one type of investment does not fit all. We feel it is important for our clients to understand what investment options are available to them. We will closely examine your individual finances of what you have done in the past, what you want to do now, and help make your dreams a reality.As an independent financial planning firm, we speak in behave of our clients and their concerns instead of any specific company. There are many financial establishments who recommend investment products that are created by the parent of subsidiary business entities, we have no such ties. Our individuality is key to delivering unbiased recommendations.
  • Roberts Retirement Group
    Marketing Director
    Roberts Retirement Group Mar 2009 - Oct 2014
    Event Planning, Event Hosting, Marketing, Travel Arrangements, Website, Social Media, Oversee Administrative Staff
  • Wyndham
    Special Events
    Wyndham May 2007 - Mar 2009
    Plan and Execute Events. Host events. Market to Owners of Wyndham. Create and stay on budgets.
  • Wyndham Worldwide
    Marketing
    Wyndham Worldwide May 2007 - Mar 2009

Marie Davis Skills

Wealth Management Investments Financial Services Retirement Planning Sales Strategic Financial Planning Strategic Planning Portfolio Management Management Mutual Funds Insurance Relationship Management Financial Analysis Asset Management Leadership

Marie Davis Education Details

Frequently Asked Questions about Marie Davis

What company does Marie Davis work for?

Marie Davis works for Davis Wealth Management

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

Marie Davis's current role is Davis Wealth Management.

What is Marie Davis's email address?

Marie Davis's email address is ma****@****ent.com

What schools did Marie Davis attend?

Marie Davis attended Utah Valley University, American River College.

What skills is Marie Davis known for?

Marie Davis has skills like Wealth Management, Investments, Financial Services, Retirement Planning, Sales, Strategic Financial Planning, Strategic Planning, Portfolio Management, Management, Mutual Funds, Insurance, Relationship Management.

Who are Marie Davis's colleagues?

Marie Davis's colleagues are Leigh Cullen, James Davis.

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