Melinda Davis

Experience

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  BAE Systems

  Jan 1997 - Jan 1998

  Sr. Financial Analyst
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  Concord Communications

  Dec 1998 - Jul 2002

  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 investigate and work with engineering to implement new opportunities to expand Concord's product lines.

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  BAE Systems

  Jul 2002 - Apr 2003

  Senior Financial Analyst
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  Morgan Stanley

  Dec 2005 - Nov 2008

  Financial Advisor
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  Prudential - Timothy Skwiot Financial Services

  Dec 2010 - May 2012

  Financial Advisor
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  Graphic Packaging International

  Aug 2012 - Nov 2012

  Financial Analyst
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  Reliant Mortgage Company

  Nov 2012 - Apr 2013

  Operations Manager
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  Northstar Financial Planning

  Apr 2013 - Apr 2017

  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 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. Show less

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  Davis Wealth Advisors

  Apr 2017 - now

  Founder & Managing Partner

  I 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. Show less