Andy Davies Email & Phone Number
Managing Director @ Centura Wealth Advisory
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Andy Davies Location
- Murrieta, CA, US
Andy Davies Work
- 2025 -now Managing Director @
- 1999 -now Owner @ Davies Financial Advisors, Inc.
- 1999 -now President @ Davies Financial Advisors, Inc.
Andy Davies Education
- The American College
Certified Financial Planning Program
2004-2005 -
BA (CFP®, CFS®, BCE™)
- Whitworth University
Bachelor of Business Administration - BBA
Andy Davies Skills
- Wealth Management
- Estate Planning
- Tax
- Financial Advisory
- Retirement Income System
- Investments
- Business Development
- Marketing
- Sales Management
- Customer Service
- Strategic Planning
- Insurance
- Strategy
- Retirement Planning
- Securities
- Sales
- IOT
- Process Engineering
- Solution Selling
- Supplier Enablement
- Social Erp
- Supply Chain
- Business Management
- Business Process
- Enterprise Software
- Business Strategy
- ERP
- B2b
- Integration
- Key Account Management
- Business Solution
- Logistics
- Business Analysis
- Professional Services
- Engineering
- Solutions
- SaaS
- Account Management
- Materials
- Program Management
- New Business Development
- Consultative Selling
- Business Intelligence
- EDI
- Selling
- Pre Sales
- Product Management
- Supply Chain Management
- Management
Andy Davies Summary
- Andy Davies, based in Murrieta, CA, US, is currently a Managing Director at Centura Wealth Advisory. Andy Davies brings experience from previous roles at Davies Financial Advisors, Inc.. Andy Davies holds a 2004 - 2005 Certified Financial Planning Program @ The American College. With a robust skill set that includes Wealth Management, Estate Planning, Tax, Financial Advisory, Retirement Income System and more. Andy Davies has 2 emails and 1 mobile phone numbers on RocketReach.
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