Matt Davis Email & Phone Number
Partner, Senior Wealth Advisor @ Quotient Wealth Partners
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Matt Davis Location
- Houston, TX, US
Matt Davis Work
- Partner, Senior Wealth Advisor @ (August 2023 - Present)
- Vice President @ (January 2020 - August 2023)
- Senior Wealth Manager @ (March 2018 - January 2020)
- Wealth Manager @ (March 2017 - March 2018)
- Sr. Relationship Manager @ (February 2016 - February 2017)
- Associate Financial Advisor @ FJY Financial (July 2013 - February 2016)
- Paraplanner @ FJY Financial (July 2012 - July 2013)
- Board of Directors for the National Capital Area Chapter @ (August 2014 - October 2015)
- Financial Advisor Intern @ (May 2011 - August 2011)
- Bank Teller @ (December 2006 - June 2010)
Matt Davis Education
- Texas Tech University
Bachelor of Science (Personal Financial Planning)
2007-2012
Matt Davis Skills
- Commercial Banking
- Credit
- Estate Planning
- Retirement Planning
- Personal Tax Planning
- Portfolio Management
- Financial Planning
- Estate Tax Planning
- Wealth Management
- Investments
- Asset Management
- Investment Management
- Financial Analysis
- Asset Allocation
- Finance
- Wealth Management Services
- Leadership
- Customer Service
- Investment Advisory
- Investment Strategies
- Financial Services
- Financial Advisory
- Mutual Funds
- Microsoft Excel
- Microsoft Office
Matt Davis Summary
- Matt Davis, based in Houston, TX, US, is currently a Partner, Senior Wealth Advisor at Quotient Wealth Partners. Matt Davis brings experience from previous roles at Goldman Sachs and United Capital Financial Advisers, LLC. Matt Davis holds a 2007 - 2012 Bachelor of Science in Personal Financial Planning @ Texas Tech University. With a robust skill set that includes Commercial Banking, Credit, Estate Planning, Retirement Planning, Personal Tax Planning and more. Matt Davis has 2 emails and 1 mobile phone numbers on RocketReach.
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