Katie Davis Location
Philadelphia, PA, US
Katie Davis Work
- 2025 - now Associate Wealth Advisor @ RiversEdge Advisors, LLC
- 2023 - 2025 Sr. Private Wealth Associate @ The Beacon Group of Companies
- 2021 - 2023 Sr. Private Wealth Associate @ Brandywine Oak Private Wealth
- 2017 - 2019 Sr. Registered Client Service Associate @ WSFS Wealth Investments
- 2017 - 2018 Wholesaler @ Resource Securities
- 2015 - 2016 Registered Client Associate @ Merrill Lynch
Katie Davis Education
- University of Delaware
Bachelor’s Degree (Business Administration and Management, Accounting, Finance)
2006 - 2010 - Thomas Mckean High School2002 - 2006
Katie Davis Skills
- Microsoft Word
- Teamwork
- Microsoft Office
- Report Preparation
- Interpersonal Skills
- Problem Solving
- CRPC
- Retirement Planning
- Series 7
- Marketing
Katie Davis Summary
Katie Davis, based in Philadelphia, PA, US, is currently a Associate Wealth Advisor at RiversEdge Advisors, LLC. Katie Davis brings experience from previous roles at Beacon Financial Services, Brandywine Oak Private Wealth, WSFS Wealth Investments and Resource Securities. Katie Davis holds a 2006 - 2010 Bachelor’s Degree in Business Administration and Management, Accounting, Finance @ University of Delaware. With a robust skill set that includes Microsoft Word, Teamwork, Microsoft Office, Report Preparation, Interpersonal Skills and more. Katie Davis has 1 emails on RocketReach.
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