Troy Davidson Email & Phone Number
Wealth Advisor @ Ballast Rock Private Wealth
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Troy Davidson Location
- Newport Beach, CA, US
Troy Davidson Work
- 2025 -now Wealth Advisor @
- 2018 -2025 Vice President Financial Consultant @
- 2012 -2018 Vice President Financial Consultant @
- 2010 -2012 Wealth Management Advisor @
Troy Davidson Education
- San Diego State University-California State University
BA (Business Administration Managment)
- San Diego State University
Troy Davidson Skills
- Asset Management
- Fixed Annuities
- Estate Planning
- Small Business
- Strategic Financial Planning
- Investment Advisory
- Investments
- Series 7
- Cash Management
- Financial Management
- 401k
- Retirement
- Retirement Planning
- Sales
- Financial Advisory
- Microsoft Excel
- Tax
- Teamwork
- Planning
- Risk Management
- Wealth Management
- Insurance
- Securities
- Annuities
- Financial Analysis
- Loans
- Business Planning
- Real Estate
- Market Analysis
- Microsoft Office
- Entrepreneurship
- Financial Planning
- Equities
- Portfolio Management
- Business Analysis
- Financial Services
- Banking
- Mutual Funds
- Succession Planning
- Finance
- Commercial Lending
- Construction
Troy Davidson Summary
- Troy Davidson, based in Newport Beach, CA, US, is currently a Wealth Advisor at Ballast Rock Private Wealth. Troy Davidson brings experience from previous roles at Charles Schwab, Fidelity Investments and Merrill Lynch. Troy Davidson holds a BA in Business Administration Managment @ San Diego State University-California State University. With a robust skill set that includes Asset Management, Fixed Annuities, Estate Planning, Small Business, Strategic Financial Planning and more. Troy Davidson has 2 emails and 1 mobile phone numbers on RocketReach.
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