Joel Davis Email & Phone Number

Portfolio Manager @ Meyer Capital Group

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Joel Davis Location

Philadelphia, PA, US

Joel Davis Work

2023 - now Portfolio Manager @ Meyer Capital Group
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2019 - 2023 Wealth Advisor, Certified Financial Planner™ @ Main Street Financial Life Advisors, LLC®
2019 - 2023 Wealth Advisor, Certified Financial Planner™ @ Roman & Kulpa, LLC

2012 - 2019 Regional Bank Private Banker @ Wells Fargo
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Joel Davis Education

The University of Georgia
Master of Science - MS (Financial Planning and Services)
University of Minnesota-Twin Cities
Bachelor of Arts - BA (Political Science and Government)

Joel Davis Summary

Joel Davis, based in Philadelphia, PA, US, is currently a Portfolio Manager at Meyer Capital Group. Joel Davis brings experience from previous roles at Main Street Financial Life Advisors, LLC, Roman & Kulpa, LLC and Wells Fargo. Joel Davis holds a Master of Science - MS in Financial Planning and Services @ The University of Georgia. Joel Davis has 1 emails and 1 mobile phone numbers on RocketReach.

Joel Davis Emails

Found 1 emails

@meyercg.com

Joel Davis Phone Numbers

Found 2 phone numbers

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Kenneth Bradshaw Jr.

CERTIFIED FINANCIAL PLANNER™, Portfolio Manager at Meyer Capital Group

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Marc Meyer

Portfolio Manager at Meyer Capital Group

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Tom Meyer

Junior Portfolio Manager at Meyer Capital Group

Naples, FL, US
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Christian Delorenzo

Financial Planner at Meyer Capital Group

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Kenneth Bradshaw Jr.

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Linda MacGregor

Client Service Associate at Meyer Capital Group

Philadelphia, PA, US
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Suzanne Petrina

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