Matthew Davis
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Matthew Davis Email & Phone Number

CEO, Boston Harbor Wealth Advisors | World Investment Advisors | Succession Planning | Financial Advisor Independence | #successionplanning #advisorindependence at Boston Harbor Wealth Advisors
Location: Westborough, Massachusetts, United States 6 work roles 1 school
1 work email found @raymondjames.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@raymondjames.com
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Current company
Boston Harbor Wealth Advisors
Role
CEO, Boston Harbor Wealth Advisors | World Investment Advisors | Succession Planning | Financial Advisor Independence | #successionplanning #advisorindependence
Location
Westborough, Massachusetts, United States
Company size
25 employees

Who is Matthew Davis? Overview

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Quick answer

Matthew Davis is listed as CEO, Boston Harbor Wealth Advisors | World Investment Advisors | Succession Planning | Financial Advisor Independence | #successionplanning #advisorindependence at Boston Harbor Wealth Advisors, a with 25 employees, based in Westborough, Massachusetts, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Matthew Davis.

Matthew Davis previously worked as CEO, Boston Harbor Wealth Advisors, LLC at Boston Harbor Wealth Advisors and CEO, Boston Harbor Wealth Advisors, LLC at Raymond James Financial Services. Matthew Davis holds Bachelors, Economics & Politics from Colgate University.

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Email format at Boston Harbor Wealth Advisors

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{first}.{last}@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Matthew Davis. Compare company email patterns before reaching out.

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Profile bio

About Matthew Davis

Whether you are looking for a succession plan to provide continuity for your clients, employees and family or you want flexibility to run your business as you see fit, our mission at Boston Harbor is to help advisors achieve independence on their terms. Since 2015, we have implemented 13 succession plans and over 35 advisors have partnered with Boston Harbor to achieve their independence. To learn more visit joinbhwa.com

Listed skills include Finance, Financial Advisory, Retirement Planning, Series 7, and 6 others.

Current workplace

Matthew Davis's current company

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Boston Harbor Wealth Advisors
Boston Harbor Wealth Advisors
CEO, Boston Harbor Wealth Advisors | World Investment Advisors | Succession Planning | Financial Advisor Independence | #successionplanning #advisorindependence
westborough, massachusetts, united states
Website
bostonharborwealth.com
Employees
25
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6 roles

Matthew Davis work experience

A career timeline built from the work history available for this profile.

Ceo, Boston Harbor Wealth Advisors, Llc

Current
Boston Harbor Wealth Advisors

Westborough, Massachusetts, United States

Boston Harbor's mission is to help advisors achieve independence on their terms. Boston Harbor Wealth Advisors is a financial advisory practice partnered with World Investment Advisors, specializing in succession planning and helping advisors to independence.Securities offered through World Investments, Inc., member FINRA/SIPC. Advisory services offered through World Investment Advisors, LLC. World Investments, Inc. is affiliated through common ownership with World Investment Advisors… Show more Boston Harbor's mission is to help advisors achieve independence on their terms. Boston Harbor Wealth Advisors is a financial advisory practice partnered with World Investment Advisors, specializing in succession planning and helping advisors to independence.Securities offered through World Investments, Inc., member FINRA/SIPC. Advisory services offered through World Investment Advisors, LLC. World Investments, Inc. is affiliated through common ownership with World Investment Advisors, LLC. Show less

Sep 2015 - Present

Ceo, Boston Harbor Wealth Advisors, Llc

Raymond James Financial Services

Westborough, Massachusetts, United States

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Boston Harbor Wealth Advisors, LLC. Boston Harbor Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Member FINRA/SIPC.

Sep 2015 - Jun 2024

Financial Advisor

Ameriprise Financial Advisors

Boston

Aug 2003 - Aug 2005
Team & coworkers

Colleagues at Boston Harbor Wealth Advisors

Other employees you can reach at bostonharborwealth.com. View company contacts for 25 employees →

SS Susan Schieding Susan Schieding Colleague at Boston Harbor Wealth AdvisorsDanvers, Massachusetts, United States View → RC Robb Cohen, Cltc, Crpc®, Aams®, Apma®, Awma® Robb Cohen, Cltc, Crpc®, Aams®, Apma®, Awma® Colleague at Boston Harbor Wealth AdvisorsGreater Boston, United States View → KY Kelsea Yeskevicz Kelsea Yeskevicz Colleague at Boston Harbor Wealth AdvisorsWorcester, Massachusetts, United States View → KY Kelsea Yeskevicz Kelsea Yeskevicz Colleague at Boston Harbor Wealth AdvisorsWorcester, Massachusetts, United States View → JS Jack Smith Jack Smith Colleague at Boston Harbor Wealth AdvisorsBoston, Massachusetts, United States View → HH Hallie Hicks Hallie Hicks Colleague at Boston Harbor Wealth AdvisorsWorcester County, Massachusetts, United States View → MG Meredith G. Huff, Cpa Meredith G. Huff, Cpa Colleague at Boston Harbor Wealth AdvisorsGreater Boston, United States View → MH Michael Hulett Michael Hulett Colleague at Boston Harbor Wealth AdvisorsBoston, Massachusetts, United States View →
1 education record

Matthew Davis education

FAQ

Frequently asked questions about Matthew Davis

Quick answers generated from the profile data available on this page.

What company does Matthew Davis work for?

Matthew Davis works for Boston Harbor Wealth Advisors.

What is Matthew Davis's role at Boston Harbor Wealth Advisors?

Matthew Davis is listed as CEO, Boston Harbor Wealth Advisors | World Investment Advisors | Succession Planning | Financial Advisor Independence | #successionplanning #advisorindependence at Boston Harbor Wealth Advisors.

What is Matthew Davis's email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Matthew Davis at Boston Harbor Wealth Advisors.

Where is Matthew Davis based?

Matthew Davis is based in Westborough, Massachusetts, United States while working with Boston Harbor Wealth Advisors.

What companies has Matthew Davis worked for?

Matthew Davis has worked for Boston Harbor Wealth Advisors, Raymond James Financial Services, Ameriprise Financial Services, Inc., Ameriprise Financial, and Ameriprise Financial Advisors.

Who are Matthew Davis's colleagues at Boston Harbor Wealth Advisors?

Matthew Davis's colleagues at Boston Harbor Wealth Advisors include Susan Schieding, Robb Cohen, Cltc, Crpc®, Aams®, Apma®, Awma®, Kelsea Yeskevicz, Kelsea Yeskevicz, and Jack Smith.

How can I contact Matthew Davis?

You can use AeroLeads to view verified contact signals for Matthew Davis at Boston Harbor Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Matthew Davis attend?

Matthew Davis holds Bachelors, Economics & Politics from Colgate University.

What skills is Matthew Davis known for?

Matthew Davis is listed with skills including Finance, Financial Advisory, Retirement Planning, Series 7, Investments, Mutual Funds, Wealth Management, and Series 63.

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