Matthew Davis Email & Phone Number
CEO and Founder @ Heritage Planning Partners
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Matthew Davis Location
- Gainesville, FL, US
Matthew Davis Work
- 2012 - now CEO and Founder @
- 2012 - now Financial Advisor @
- 2022 - 2024 Growth and Development Director @
- 2015 - 2016 College Unit Director @
- 2010 - 2012 Veteran Education Advisor @
- 2006 - 2010 Soldier - Signal Systems Support Specialist @
Matthew Davis Education
- University of Florida
Bachelor of Science, Business Administration (B.S.B.A.) (Finance, General)
2012 - 2013 - Santa Fe College
Associate of Arts (A.A.), Honors (Business Administration)
2010 - 2011 - Union County High School
High School Diploma (High School Diploma)
2002 - 2006
Matthew Davis Skills
- Leadership
- Public Speaking
- Memorials
- Veterans Benefits
- Financial Planning
- Event Planning
- Government
- Investments
- Variable Annuities
- Veterans
- Higher Education
- Team Leadership
- Fundraising
- Student Affairs
- Organizational Development
- Wealth Management
- Life Insurance
- Non Qualified Deferred Compensation
- Business Planning
- Microsoft Office
- Qualified Retirement Plans
- Asset Management
- Program Evaluation
- Leadership Development
- Military Experience
- Critical Thinking
- Community Outreach
- Policy
- Disability Insurance
- Military
- Security Clearance
- Personal Financial Planning
- Succession Planning
- Management
- Student Development
- Grant Writing
- Youth Mentoring
- Employee Benefits
Matthew Davis Summary
- Matthew Davis, based in Gainesville, FL, US, is currently a CEO and Founder at Tioga Wealth Solutions. Matthew Davis brings experience from previous roles at Northwestern Mutual and Santa Fe College. Matthew Davis holds a 2012 - 2013 Bachelor of Science, Business Administration (B.S.B.A.) in Finance, General @ University of Florida. With a robust skill set that includes Leadership, Public Speaking, Memorials, Veterans Benefits, Financial Planning and more. Matthew Davis has 1 emails and 1 mobile phone numbers on RocketReach.
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Others Named Matthew Davis
Matthew Davis
Co-Founder
Wexford, PA, US
Matthew Davis
Managing Director
San Diego, CA, US
Matthew Davis
Chief Operating Officer
Kirkland, WA, US
Matthew Davis
CEO and Owner
Enid, OK, US
Top Heritage Planning Partners Employees
Matthew Davis
CEO and Founder
Gainesville, FL, US
Daniel Gould
Partner and Private Wealth Management Advisor CLU, ChFC, CFP
Northbrook, IL, US
Lauren Staudt
Chief Operations Officer
Salt Lake City, UT, US
Ahmed Javed
Managing Director / Founder
London, GB
John Desantis
Director of Investment Research
Boston, MA, US
Thomas Mitchell
President
Boston, MA, US
Marc Rosenberg
Partner and Private Wealth Advisor
Chicago, IL, US
Amanda Lopes
Director of Financial Planning and Analysis
Torrance, CA, US
Russ Schwartzbeck
Founder and CEO
Rochester, NY, US
Cody Lubeley
Partner and Co-Founder
Lakeville, MN, US
Chad D McKinney
Co-Founder and Partner
Cheyenne, WY, US
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