Wealth Manager
Current
May 2024 - Present
AeroLeads people directory · profile
Michael Davis, Cfp® Email & Phone Number
Wealth Manager at Lido Advisors
at
Lido Advisors, LLC
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Manager at Lido Advisors
Location
Chicago, Illinois, United States
Company size
Who is Michael Davis, Cfp®? Overview
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Quick answer
Michael Davis, Cfp® is listed as Wealth Manager at Lido Advisors at Lido Advisors, LLC, a with 71 employees, based in Chicago, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Michael Davis, Cfp®.
Michael Davis, Cfp® previously worked as Wealth Manager at Lido Advisors, Llc and Financial Planning Strategist at Pure Financial Advisors, Llc. Michael Davis, Cfp® holds Bachelor Of Science - Bs, Finance, General from San Diego State University.
Company email context
Email format at Lido Advisors, LLC
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Lido Advisors, LLC
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Profile bio
About Michael Davis, Cfp®
Michael Davis, Cfp® is a Wealth Manager at Lido Advisors at Lido Advisors, LLC.
Current workplace
Michael Davis, Cfp®'s current company
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Lido Advisors, Llc
5 roles
Michael Davis, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Planning Strategist
Mar 2023 - May 2024
Planning Support Specialist
Jun 2021 - Mar 2023
Sales Development Representative
May 2020 - Apr 2021
Program Coordinator
May 2018 - Sep 2018
Team & coworkers
Colleagues at Lido Advisors, LLC
Other employees you can reach at lidoadvisors.com. View company contacts for 71 employees →
LD
Licinio Domingues
Colleague at Lido Advisors, LlcCoimbra, Portugal
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EG
Eric Gesnel
Colleague at Lido Advisors, LlcGreater Paris Metropolitan Region, France
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KB
Kristaps Baumanis
Colleague at Lido Advisors, LlcLatvia
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EL
Etienne Lac
Colleague at Lido Advisors, LlcGreater Paris Metropolitan Region, France
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JC
Jonathan Caprilli
Colleague at Lido Advisors, LlcLong Beach, California, United States
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MM
Matthew Meenan
Colleague at Lido Advisors, LlcDallas-Fort Worth Metroplex, United States
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TW
Tina Witham
Colleague at Lido Advisors, LlcLittleton, Colorado, United States
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JD
John Doyle
Colleague at Lido Advisors, LlcLos Angeles, California, United States
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SB
Scott Brokaw
Colleague at Lido Advisors, LlcLos Angeles, California, United States
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PM
Peter Morimoto
Colleague at Lido Advisors, LlcSan Diego, California, United States
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Licinio Domingues
Colleague at Lido Advisors, LlcCoimbra, Portugal
View →
EG
Eric Gesnel
Colleague at Lido Advisors, LlcGreater Paris Metropolitan Region, France
View →
KB
Kristaps Baumanis
Colleague at Lido Advisors, LlcLatvia
View →
EL
Etienne Lac
Colleague at Lido Advisors, LlcGreater Paris Metropolitan Region, France
View →
JC
Jonathan Caprilli
Colleague at Lido Advisors, LlcLong Beach, California, United States
View →
MM
Matthew Meenan
Colleague at Lido Advisors, LlcDallas-Fort Worth Metroplex, United States
View →
TW
Tina Witham
Colleague at Lido Advisors, LlcLittleton, Colorado, United States
View →
JD
John Doyle
Colleague at Lido Advisors, LlcLos Angeles, California, United States
View →
SB
Scott Brokaw
Colleague at Lido Advisors, LlcLos Angeles, California, United States
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PM
Peter Morimoto
Colleague at Lido Advisors, LlcSan Diego, California, United States
View →
4 education records
Michael Davis, Cfp® education
Bachelor Of Science - Bs, Finance, General
Education record
Education record
Education record
FAQ
Frequently asked questions about Michael Davis, Cfp®
Quick answers generated from the profile data available on this page.
What company does Michael Davis, Cfp® work for?
Michael Davis, Cfp® works for Lido Advisors, LLC.
What is Michael Davis, Cfp®'s role at Lido Advisors, LLC?
Michael Davis, Cfp® is listed as Wealth Manager at Lido Advisors at Lido Advisors, LLC.
Where is Michael Davis, Cfp® based?
Michael Davis, Cfp® is based in Chicago, Illinois, United States while working with Lido Advisors, LLC.
What companies has Michael Davis, Cfp® worked for?
Michael Davis, Cfp® has worked for Lido Advisors, Llc, Pure Financial Advisors, Llc, Gosite, and Stand & Deliver.
Who are Michael Davis, Cfp®'s colleagues at Lido Advisors, LLC?
Michael Davis, Cfp®'s colleagues at Lido Advisors, LLC include Licinio Domingues, Eric Gesnel, Kristaps Baumanis, Etienne Lac, and Jonathan Caprilli.
How can I contact Michael Davis, Cfp®?
You can use AeroLeads to view verified contact signals for Michael Davis, Cfp® at Lido Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Michael Davis, Cfp® attend?
Michael Davis, Cfp® holds Bachelor Of Science - Bs, Finance, General from San Diego State University.
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