AeroLeads people directory · profile
Melinda Davis Email & Phone Number
Founder and Managing Partner
at
Davis Wealth Advisors
1 work email found
@daviswealthadvisors.net
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Managing Partner
Location
Salem, New Hampshire, United States
Company size
Who is Melinda Davis? Overview
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Quick answer
Melinda Davis is listed as Founder and Managing Partner at Davis Wealth Advisors, a company with 6 employees, based in Salem, New Hampshire, United States. AeroLeads shows a work email signal at daviswealthadvisors.net and a matched LinkedIn profile for Melinda Davis.
Melinda Davis previously worked as Founder & Managing Partner at Davis Wealth Advisors and Wealth Manager at Northstar Financial Planning. Melinda Davis holds Master Of Science (Ms), Finance from Boston College Carroll School Of Management.
Company email context
Email format at Davis Wealth Advisors
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{first}@daviswealthadvisors.net
89% confidence
AeroLeads found 1 current-domain work email signal for Melinda Davis. Compare company email patterns before reaching out.
Profile bio
About Melinda Davis
Melinda Davis is a Founder and Managing Partner at Davis Wealth Advisors. She possess expertise in strategic financial planning, series 7, retirement planning, estate planning, retirement and 11 more skills.
Listed skills include Strategic Financial Planning, Series 7, Retirement Planning, Estate Planning, and 12 others.
Current workplace
Melinda Davis's current company
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Davis Wealth Advisors
10 roles · 29 years
Melinda Davis work experience
A career timeline built from the work history available for this profile.
Founder & Managing Partner
CurrentI am a fee-only financial advisor. I am passionate about transparency, providing education and clarity, and building deep relationships with my clients. My areas of specialty are working with business owners and couples nearing retirement. We only get one life to live, and I want to help my clients live it to its fullest. Really digging in to what means.
Apr 2017 - Present
Wealth Manager
Northstar Financial Planning, Inc. is an independent, fee-only, financial life planning and wealth management firm. Applying a client-centric approach, we provide holistic financial planning and wealth management services and expert advice for business executives, professionals, small business owners, families, retirees and women.We apply academic.
Apr 2013 - Apr 2017
Operations Manager
Nov 2012 - Apr 2013
Financial Analyst
Aug 2012 - Nov 2012
Financial Advisor
Prudential - Timothy Skwiot Financial Services
Dec 2010 - May 2012
Financial Advisor
Dec 2005 - Nov 2008
Senior Financial Analyst
Jul 2002 - Apr 2003
Product Marketing Analyst
I started as Concord's first financial analyst and grew with the company from 50 employee to nearly 500. I moved from financial analyst to Sales Operations Manager, where I implemented a new Salesforce automation tool, designed and created all Sales reporting, and analyzed sales metrics. My last role with Concord was as a Product Marketing Analyst, to.
Dec 1998 - Jul 2002
Sr. Financial Analyst
1997 - 1998
~1 yr
4 education records
Melinda Davis education
Master Of Science (Ms), Finance
Boston College Carroll School Of Management
Bs, Finance
University Of Florida
Education record
Boston University
Education record
Seminole High
FAQ
Frequently asked questions about Melinda Davis
Quick answers generated from the profile data available on this page.
What company does Melinda Davis work for?
Melinda Davis works for Davis Wealth Advisors.
What is Melinda Davis's role at Davis Wealth Advisors?
Melinda Davis is listed as Founder and Managing Partner at Davis Wealth Advisors.
What is Melinda Davis's email address?
AeroLeads has found 1 work email signal at @daviswealthadvisors.net for Melinda Davis at Davis Wealth Advisors.
Where is Melinda Davis based?
Melinda Davis is based in Salem, New Hampshire, United States while working with Davis Wealth Advisors.
What companies has Melinda Davis worked for?
Melinda Davis has worked for Davis Wealth Advisors, Northstar Financial Planning, Reliant Mortgage Company, Graphic Packaging International, and Prudential - Timothy Skwiot Financial Services.
Who are Melinda Davis's colleagues at Davis Wealth Advisors?
Melinda Davis's colleagues at Davis Wealth Advisors include Zach Gibbons and Mimi Cagle.
How can I contact Melinda Davis?
You can use AeroLeads to view verified contact signals for Melinda Davis at Davis Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Melinda Davis attend?
Melinda Davis holds Master Of Science (Ms), Finance from Boston College Carroll School Of Management.
What skills is Melinda Davis known for?
Melinda Davis is listed with skills including Strategic Financial Planning, Series 7, Retirement Planning, Estate Planning, Retirement, Financial Planning, Asset Management, and Equities.
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