Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Our team will help you find the right approach for you to help you meet your personal wealth management goals, or the goals of your organization.
A life driven by passion. At the age of 4 Davis developed a love for the ocean and fishing. By the age of 11 he was working on sportfishing boats and eventually earned the USCG 100GT Captain’s License. Davis developed his work ethic, client service skills, and a genuine passion for people while on the sportfishing boats. With over 16 years in the sportfishing industry Davis felt it was time for a new chapter and decided on pursuing education.
While still working full time in sportfishing Davis earned a Bachelor of Arts, a Master of Business Administration, and the President’s List designation from CSU, Long Beach. After earning his MBA, in 2007 Davis began his career as a Financial Advisor and was drawn to Merrill Lynch Wealth Management by the vast resources available to clients. Now Davis’ passion is using his natural abilities, the skills he developed, and his personal client service process to build relationships with clients based on Merrill's Wealth Management Process. Davis works closely with affluent families and business owners to help grow, preserve, and transfer their wealth to the next generation.
Davis currently lives in Los Alamitos, CA with his wife and son and enjoys traveling, diving, fishing, hockey, and spending time with friends and family.
California State University System
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.