Talk to sales Try for Free

Matthew Davis, CIMA®, CRPC®

Wealth Management Advisor, Vice President

30000 followers

Olney, Maryland, United States

Connect with Matthew Davis, CIMA®, CRPC® to Send Message

Connect with Matthew Davis, CIMA®, CRPC® to Send Message

Timeline
About me
President at Davis Wealth Management, LLC - Wells Fargo Financial Advisors Network
Education
- Drexel University's LeBow College of Business
  1990 - 1995
  Bachelor's Degree
Experience
- Merrill Lynch Wealth Management
  Oct 2001 - Mar 2020
  Wealth Management Advisor, Vice President
  Matthew joined Merrill Lynch Wealth Management in the Washington DC office several years ago. He attended Drexel University and received a Bachelor of Science in Business Administration with a major in Accounting. He applies his education and previous work experience to the benefit of his clients. Before coming to Merrill, he gained valuable experience at a Fortune 500 company. Matthew had the opportunity to travel around the world for the company completing balance sheet and income statement audits. Also during his tenure, he passed the Certified Public Accountancy Examination. কম দেখুন
- Wells Fargo Advisors Financial Network, LLC
  Mar 2020 - now
  President of Davis Wealth Management
Licenses & Certifications
- Certified Investment Management Analyst
  Investments & Wealth Institute
  May 2004
- Series 31 Futures Managed Funds
  FINRA
  Mar 2001
- Series 66 Uniform Combined State Law
  FINRA
  Feb 2000
- SIE: Securities Industry Essentials
  FINRA
  Oct 2018
- Chartered Retirement Planning Counselor
  College for Financial Planning
  Jan 2007
  View certificate
- Series 24 General Securities Principal
  FINRA
  Aug 2020
- Sries 7 General Securities Representative
  FINRA
  Feb 2000
- Personal Investment Advisor
  Merrill Lynch Wealth Advisors Private Limited
  Jan 2014
- Portfolio Investment Manager
  Wells Fargo Advisors
  Mar 2020