Matt Davis Email & Phone Number
Partner, Senior Wealth Advisor @ Quotient Wealth Partners
5 free lookup(s).
Matt Davis Location
- Houston, TX, US
Matt Davis Work
- 2023 -now Partner, Senior Wealth Advisor @
- 2020 -2023 Vice President @
- 2018 -2020 Senior Wealth Manager @
- 2017 -2018 Wealth Manager @
- 2016 -2017 Sr. Relationship Manager @
- 2013 -2016 Associate Financial Advisor @ FJY Financial
- 2014 -2015 Board of Directors for the National Capital Area Chapter @
- 2012 -2013 Paraplanner @ FJY Financial
- 2011 -2011 Financial Advisor Intern @
- 2006 -2010 Bank Teller @
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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Top Quotient Wealth Partners Employees
Janet Josey
Managing Director, Head of Tax
Texas, United States
Matt Davis
Partner, Senior Wealth Advisor
Houston, TX, US
James Warburton
Partner, Senior Wealth Advisor
Houston, TX, US
Andrew Wagner
Vice President, Senior Wealth Advisor
Denver, CO, US
Tim Harder
Co-Founder, Chief Investment Officer
Dallas, TX, US
Christopher Mohring
Managing Director, Senior Wealth Advisor
Irving, TX, US
Brian Weatherly
Vice President, Senior Wealth Advisor
Dallas, TX, US
Brandon Anderson
Content Marketing Manager
Texas, United States
Jeff Severe
Vice President, Senior Wealth Advisor
Littleton, CO, US
Ashley Stoker
Chief of Staff
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Kevin Wilson
Vice President, Wealth Advisor
Houston, TX, US
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