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Reid Davis Email & Phone Number
Principal; Chief Investment Officer and Senior Wealth Advisor
at
Argent Wealth (formerly Pinnacle Wealth)
1 work email found
@pinntrust.com
1 phone found area 601
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Principal; Chief Investment Officer and Senior Wealth Advisor
Location
Greater Jackson Area, United States, United States
Company size
Who is Reid Davis? Overview
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Quick answer
Reid Davis is listed as Principal; Chief Investment Officer and Senior Wealth Advisor at Argent Wealth (formerly Pinnacle Wealth), a company with 7 employees, based in Greater Jackson Area, United States, United States. AeroLeads shows a work email signal at pinntrust.com, phone signal with area code 601, and a matched LinkedIn profile for Reid Davis.
Reid Davis previously worked as Principal; Chief Investment Officer & Senior Wealth Advisor at Argent Wealth (Formerly Pinnacle Wealth) and Senior Investment Director & Senior Wealth Management Advisor at Pinnacle Wealth. Reid Davis holds Mba, Financial Markets from The College Of William And Mary - The Mason School Of Business.
Company email context
Email format at Argent Wealth (formerly Pinnacle Wealth)
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{first_initial}{last}@pinntrust.com
86% confidence
AeroLeads found 1 current-domain work email signal for Reid Davis. Compare company email patterns before reaching out.
Profile bio
About Reid Davis
Reid Davis is a Principal; Chief Investment Officer and Senior Wealth Advisor at Argent Wealth (formerly Pinnacle Wealth). He possess expertise in investments, capital markets, finance, asset management, portfolio management.
Listed skills include Investments, Capital Markets, Finance, Asset Management, and 1 others.
Current workplace
Reid Davis's current company
Company context helps verify the profile and gives searchers a useful next step.
Argent Wealth (Formerly Pinnacle Wealth)
7 roles
Reid Davis work experience
A career timeline built from the work history available for this profile.
Principal; Chief Investment Officer & Senior Wealth Advisor
Current
Apr 2022 - Present
Senior Investment Director & Senior Wealth Management Advisor
A boutique, SEC registered investment advisor firm with over half billion in client assets under management.
Jan 2021 - Mar 2022
Chief Investment Officer
Lead the investment process for approximately twelve-hundred family and institutional clients with $700 million in assets under management.
Jun 2017 - Jul 2020
Wealth Strategist; Chairman, Investment Committee
Develop and actively manage a growing client base.
Aug 2013 - Jul 2017
Senior Portfolio Analyst, Mergers & Acquisitions
Ftn Financial
Member of advisory group that focused on valuation and loss projection analytics for FDIC Assisted and Non-FDIC Assisted whole bank acquisitions. Communicated recommendations and acquisition strategies to executive management in some of the largest M&A transactions in the banking industry during 2009-2013 period: M&I Bank & Chrysler Financial
Jun 2009 - Aug 2013
Associate - Capital Markets
Morgan Keegan
Specialty Finance Sector Analyst focusing on Business Development Companies. Performed substantial financial modeling, statistical analysis and macro-economic research with focus on portfolio credit quality and projected loss rates
Jun 2007 - Jun 2009
2 education records
Reid Davis education
Mba, Financial Markets
Bachelor Of Business Administration (Bba), Finance
University Of Mississippi - School Of Business Administration
FAQ
Frequently asked questions about Reid Davis
Quick answers generated from the profile data available on this page.
What company does Reid Davis work for?
Reid Davis works for Argent Wealth (formerly Pinnacle Wealth).
What is Reid Davis's role at Argent Wealth (formerly Pinnacle Wealth)?
Reid Davis is listed as Principal; Chief Investment Officer and Senior Wealth Advisor at Argent Wealth (formerly Pinnacle Wealth).
What is Reid Davis's email address?
AeroLeads has found 1 work email signal at @pinntrust.com for Reid Davis at Argent Wealth (formerly Pinnacle Wealth).
What is Reid Davis's phone number?
AeroLeads has found 1 phone signal(s) with area code 601 for Reid Davis at Argent Wealth (formerly Pinnacle Wealth).
Where is Reid Davis based?
Reid Davis is based in Greater Jackson Area, United States, United States while working with Argent Wealth (formerly Pinnacle Wealth).
What companies has Reid Davis worked for?
Reid Davis has worked for Argent Wealth (Formerly Pinnacle Wealth), Pinnacle Wealth, Pinnacle Trust, Ftn Financial, and Morgan Keegan.
How can I contact Reid Davis?
You can use AeroLeads to view verified contact signals for Reid Davis at Argent Wealth (formerly Pinnacle Wealth), including work email, phone, and LinkedIn data when available.
What schools did Reid Davis attend?
Reid Davis holds Mba, Financial Markets from The College Of William And Mary - The Mason School Of Business.
What skills is Reid Davis known for?
Reid Davis is listed with skills including Investments, Capital Markets, Finance, Asset Management, and Portfolio Management.
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