Troy Davidson Email & Phone Number

Wealth Advisor @ Ballast Rock Private Wealth

5 free lookup(s).

Troy Davidson Location

Newport Beach, CA, US

Troy Davidson Work

2025 - now Wealth Advisor @ Ballast Rock Private Wealth
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2018 - 2025 Vice President Financial Consultant @ Charles Schwab
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2012 - 2018 Vice President Financial Consultant @ Fidelity Investments
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2010 - 2012 Wealth Management Advisor @ Merrill Lynch
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Troy Davidson Education

San Diego State University-California State University
BA (Business Administration Managment)
San Diego State University-California State University
MBA (Finance)

Troy Davidson Skills

Asset Management
Fixed Annuities
Estate Planning

Small Business
Strategic Financial Planning
Investment Advisory
Investments
Series 7
Cash Management
Financial Management

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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.

Troy Davidson Emails

Found 2 emails

Troy Davidson Phone Numbers

Found 4 phone numbers

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Others Named Troy Davidson

Troy Davidson

Wealth Advisor at Ballast Rock Private Wealth

Newport Beach, CA, US
2
- gmail.com
- ballastrockpw.com
4
- +1 352-341-XXXX
- +1 352-560-XXXX
- +1 610-896-XXXX
- +1 352-476-XXXX
Troy Davidson

IT Manager at Hennig Inc.

Rockford, IL, US
1
- hennig-inc.com
5
- +1 815-636-XXXX
- +1 815-704-XXXX
- +1 609-501-XXXX
- +1 847-975-XXXX
- +1 815-713-XXXX
Troy Davidson

General Manager at Caprock Cafe

Lubbock, TX, US
1
- yahoo.com
1
- +1 239-285-XXXX

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Top Ballast Rock Private Wealth Employees

Christian Salomone

Chief Investment Officer at Ballast Rock Private Wealth

South Carolina, United States
1
- ballastrockpw.com
2
- +1 404-391-XXXX
- +1 212-374-XXXX
Jim Carroll

Senior Wealth Advisor and Portfolio Manager at Ballast Rock Private Wealth

Charleston, SC, US
1
- ballastrockpw.com
5+
- +1 646-831-XXXX
- +1 914-479-XXXX
- +1 646-552-XXXX
- +1 562-355-XXXX
- +1 914-649-XXXX
- +1 212-812-XXXX
Troy Davidson

Wealth Advisor at Ballast Rock Private Wealth

Newport Beach, CA, US
2
- gmail.com
- ballastrockpw.com
4
- +1 352-341-XXXX
- +1 352-560-XXXX
- +1 610-896-XXXX
- +1 352-476-XXXX
Jason Thonssen

Director Of Client Services at Ballast Rock Private Wealth

Kirkland, WA, US
1
- ballastrockpw.com
3
- +1 425-591-XXXX
- +1 206-363-XXXX
- +1 425-820-XXXX
Brooke Courtney

Client Service Director at Ballast Rock Private Wealth

San Diego, CA, US
1
- ballastrockpw.com
1
- +1 520-395-XXXX

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