Melinda Davis Email and Phone Number
Melinda Davis work email
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Melinda Davis personal email
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.
Davis Wealth Advisors
View- Website:
- daviswealthadvisors.net
- Employees:
- 6
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Founder And Managing PartnerDavis Wealth AdvisorsSalem, Nh, Us
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Founder & Managing PartnerDavis Wealth Advisors Apr 2017 - PresentSalem, Nh, UsI 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 the most to them. I believe in doing the same in my own life. I just launched my own firm, Davis Wealth Advisors, which fulfilled a long-time goal of mine of being a business owner. This will allow me to continue to bring my passion and energy to the families I work with for a long time to come.At Davis Wealth Advisors, my goal is to provide exceptional service and a wealth management experience that delivers our clients confidence and peace of mind. We act as a fiduciary for our clients, which means we ALWAYS act in your best interests. We believe in complete transparency. This means there are no hidden fees, we receive no commissions, referral fees or kick backs. We know talking about money and planning for the future can create anxiety. We will help you to create financial well-being. We believe having a plan and a guide to provide education and advice along the way is invaluable. In life, unexpected things happen, and adjustments are needed along the way.
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Wealth ManagerNorthstar Financial Planning Apr 2013 - Apr 2017Windham, Nh, UsNorthstar 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 principles to our investment management process so you can invest according to the evidence on what really works for investors, and avoid the tempting but distracting pitfalls. Our investment process is guided by goals-based planning, managing market risk through diversification and discipline; and minimizing costs. -
Operations ManagerReliant Mortgage Company Nov 2012 - Apr 2013Salem, Nh, Us -
Financial AnalystGraphic Packaging International Aug 2012 - Nov 2012Atlanta, Georgia, Us -
Financial AdvisorPrudential - Timothy Skwiot Financial Services Dec 2010 - May 2012
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Financial AdvisorMorgan Stanley Dec 2005 - Nov 2008New York, Ny, Us -
Senior Financial AnalystBae Systems Jul 2002 - Apr 2003London, Gb -
Product Marketing AnalystConcord Communications Dec 1998 - Jul 2002UsI 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 investigate and work with engineering to implement new opportunities to expand Concord's product lines. -
Sr. Financial AnalystBae Systems 1997 - 1998London, Gb
Melinda Davis Skills
Melinda Davis Education Details
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Boston College Carroll School Of ManagementFinance -
University Of FloridaFinance
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Boston University
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Seminole High
Frequently Asked Questions about Melinda Davis
What company does Melinda Davis work for?
Melinda Davis works for Davis Wealth Advisors
What is Melinda Davis's role at the current company?
Melinda Davis's current role is Founder and Managing Partner.
What is Melinda Davis's email address?
Melinda Davis's email address is me****@****zon.net
What schools did Melinda Davis attend?
Melinda Davis attended Boston College Carroll School Of Management, University Of Florida, Boston University, Seminole High.
What skills is Melinda Davis known for?
Melinda Davis has skills like Strategic Financial Planning, Series 7, Retirement Planning, Estate Planning, Retirement, Financial Planning, Asset Management, Equities, Uniform Combined State Law, Series 65, Hedge Funds, Equity Research.
Who are Melinda Davis's colleagues?
Melinda Davis's colleagues are Mimi Cagle, Zach Gibbons.
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