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Timothy Davis, Cfp® Email & Phone Number
Executive Managing Director - Wealth Manager
at
Steward Partners Global Advisory
2 work emails found
@stewardpartners.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Executive Managing Director - Wealth Manager
Location
Greater Boston, United States
Who is Timothy Davis, Cfp®? Overview
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Quick answer
Timothy Davis, Cfp® is listed as Executive Managing Director - Wealth Manager at Steward Partners Global Advisory, based in Greater Boston, United States. AeroLeads shows a work email signal at stewardpartners.com and a matched LinkedIn profile for Timothy Davis, Cfp®.
Timothy Davis, Cfp® previously worked as CERTIFIED FINANCIAL PLANNER™, Executive Financial Services Dir, Portfolio Manager, Financial Advisor at Morgan Stanley and Financial Advisor at Ubs. Timothy Davis, Cfp® holds Bachelor Of Arts, Political Science, History & Business from University Of Vermont.
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*@stewardpartners.com
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Profile bio
About Timothy Davis, Cfp®
I’ve been in the wealth management industry for more than 25 years, and I’ve had the opportunity to perform every major role in my practice, from fund selection to performance analyses. As the founder of Davis Executive Wealth Management, I oversee business development and continually build new relationships with clients. I specialize in asset allocation and management, and my goal is to help successful executives and business owners maximize their wealth for growth and security. I’ve witnessed the truth of the adage, “Concentration creates wealth; diversification preserves it,” and I help clients safeguard newfound wealth by balancing their portfolios in such a way that leverages their company stock opportunities without creating an unbalanced reliance on it. As one of the first financial professionals to write a 10b5-1 plan, I’ve had extensive experience navigating complex compensation plans, and I’m skilled at helping executives design stronger, more stable plans.Most of my clients are driven corporate executives who want to delegate their financial planning responsibilities to an experienced professional. As a driven entrepreneur myself, I understand their busy lifestyle and their desire to make highly efficient, competent decisions. So whether my client wants to understand the intricacies of their plan or receive a high-level summary, my goal is to guide them through the process with relevant education so they can make wise decisions in line with their goals. It’s essential that my clients understand what my team is doing for them, why we’ve chosen each approach, and all the options and opportunities within their plan. Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Listed skills include Financial Services, Estate Planning, Tax, and Investments.
Current workplace
Timothy Davis, Cfp®'s current company
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5 roles
Timothy Davis, Cfp® work experience
A career timeline built from the work history available for this profile.
Executive Managing Director - Wealth Manager
CurrentWhen you’re a busy business owner or an executive at a highly successful company, your time is one of your most valuable assets. Sure, you’re talented and smart enough to manage your own wealth, but if you want to make the most of the life you’re building, that task is better left to the professionals—giving YOU the freedom to focus on your career, family, and everything else that fills you. At Davis Executive Wealth Management, we specialize in strategic wealth management for successful corporate executives and business owners. Our team has more than 50 years of combined experience crafting highly detailed, customized plans, and we serve a select number of clients to ensure a fully comprehensive, elite planning experience. We’re experts at helping clients navigate complex compensation plans, and as we work with you, we develop thoughtful strategies to minimize your tax burden, protect your assets, and help you capitalize on opportunities. We’ll also collaborate with your other trusted professionals to ensure everyone is on the same page and working toward YOUR vision of a great life. When you partner with us, you get:- A team that understands you AND your unique financial situation - Someone to guide you through EVERY SEASON of life- We know you because we’ve reviewed EVERY aspect of your financial world- A more secure and INTENTIONAL FUTURE - Opportunities for GROWTH - More time to HONE YOUR CRAFT and BUILD MEMORIES with your family Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartners.com/Disclosures.36.htm.
Oct 2017 - Present
Certified Financial Planner™, Executive Financial Services Dir, Portfolio Manager, Financial Advisor
Oct 2008 - Oct 2017
Financial Advisor
During my time at UBS Financial Services, I matured on both a personal and professional level into the Financial Advisor and Certified Financial Planner I am today. While there, I took my business from a small $10 Million book of business to over $230 Million of both private client and institutional assets under management. My business developed in three primary areas: 1) C-Level Corporate executives that need Private Wealth Management 2) Corporate Cash Management and 3) Corporate Retirement Planning i.e. 401(k) plan administration. I continue in this role at Morgan Stanley Smith Barney.
Aug 2001 - Oct 2008
Financial Advisor
As a Financial Advisor at Merrill Lynch in Andover, MA, I worked with a High Net Worth Financial Planning Team to assist business owners and individuals with the investment management needs. As a junior member of this team, I led the business development efforts for new client acquisition. My area of expertise grew into assisting primarily corporate executives with complex stock and stock option needs.
Jan 1998 - Aug 2001
2 education records
Timothy Davis, Cfp® education
Bachelor Of Arts, Political Science, History & Business
University Of Vermont
Certificate In Financial Planning, Financial Planning, Investment Management
Merrimack College
FAQ
Frequently asked questions about Timothy Davis, Cfp®
Quick answers generated from the profile data available on this page.
What company does Timothy Davis, Cfp® work for?
Timothy Davis, Cfp® works for Steward Partners Global Advisory.
What is Timothy Davis, Cfp®'s role at Steward Partners Global Advisory?
Timothy Davis, Cfp® is listed as Executive Managing Director - Wealth Manager at Steward Partners Global Advisory.
What is Timothy Davis, Cfp®'s email address?
AeroLeads has found 2 work email signals at @stewardpartners.com for Timothy Davis, Cfp® at Steward Partners Global Advisory.
Where is Timothy Davis, Cfp® based?
Timothy Davis, Cfp® is based in Greater Boston, United States while working with Steward Partners Global Advisory.
What companies has Timothy Davis, Cfp® worked for?
Timothy Davis, Cfp® has worked for Steward Partners Global Advisory, Morgan Stanley, Ubs, and Merrill Lynch.
How can I contact Timothy Davis, Cfp®?
You can use AeroLeads to view verified contact signals for Timothy Davis, Cfp® at Steward Partners Global Advisory, including work email, phone, and LinkedIn data when available.
What schools did Timothy Davis, Cfp® attend?
Timothy Davis, Cfp® holds Bachelor Of Arts, Political Science, History & Business from University Of Vermont.
What skills is Timothy Davis, Cfp® known for?
Timothy Davis, Cfp® is listed with skills including Financial Services, Estate Planning, Tax, and Investments.
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