Corina Davis is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Seattle, Washington. As the founder of The Davis Group, Corina purposefully built her team with the aim of providing business owners, corporate executives and multiple generations of families with the same high-quality wealth management that she would expect to receive as a client.

For more than two decades, Corina has brought empathy, humility, and technical insight to her relationships. Sensitive as well as seasoned, she places clients’ situations and aspirations at the core of her thoughtful and responsive process. With the belief that they deserve an uncommon level of personalized wealth management, Corina takes great satisfaction in her ability to help clients resolve problems, enhance clarity, simplify complexity, and identify needs they may not realize they have. Her passion stems from helping people circumvent pitfalls as they make steady progress toward their goals.
 
Corina began her financial services career at Banc of America Investment Services in 2000 and joined Merrill Lynch Wealth Management in 2003. Offering a refined skill set, Corina has attained a multitude of certifications in planning and retirement strategy, deepening her understanding of the key issues that clients may encounter. She continues to expand her knowledge base, completing professional education to stay apprised of the strategies and tactics that can potentially benefit her clients.
 
Corina is a CERTIFIED FINANCIAL PLANNER, CFP® certificant. Additionally, she holds the Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA®), and Certified Plan Fiduciary Advisor, CPFA designations. More important than the intellectual strength and knowledge that this education represents, the depth and breadth of her real-world experience helps Corina translate the complex principles of investing and finance into easily understood concepts.

Corina is honored to have received several industry accolades for her work throughout the years. She attributes this recognition to the deep commitment, capability, and dedication of her entire team:

·         Barron’s "Top 1200 Financial Advisors," 2020-2022 (Published annually in March. Rankings based on data as of September 30 of prior year)

·         Forbes "America’s Top Women Wealth Advisors” 2017-2022 (Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year)

·         Forbes "Best-In-State Wealth Advisors," 2018-2022 (Published annually Jan – April. Rankings based on data as of June 30 of prior year)

·         Forbes “Top Next-Generation Wealth Advisors” 2019 (Published on July 24, 2019. Rankings based on data as of March 31, 2019)

·         Working Mother/SHOOK Research's "Top Wealth Advisor Moms," 2017-2021 (Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year)

Corina is a proud graduate of the University of Washington with a Bachelor’s degree in business and communications. She and her husband reside in north Seattle with their children. In addition to playing tennis, running, and spending time with her family, Corina is generous with her time. She is an active member of Seattle Children’s Legacy Advisors and a board member of the Washington Wine Industry Foundation—an organization providing grants and educational opportunities to wine growers and vintners. Corina also enjoys mentoring and educating women. She currently volunteers with Bank of America’s women’s network, is a board member of Girl’s Inc.—creating educational programs to help girls learn to value their whole selves, and a Leader for her daughter’s Girl Scout Troop.

*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of
September 30 of prior year.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience
and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number
of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under
management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal
company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are
no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of
performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones
& Company, Inc. All rights reserved.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based
on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry
experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management
and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and
advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the
right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is
not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Forbes “Top Next-Generation Wealth Advisors” list, published on July 24, 2019. Rankings based on data as of March 31, 2019.

Forbes’ “Top Next-Generation Wealth Advisors” list was developed by SHOOK Research. Advisors considered for this ranking were born
in 1980 or later with a minimum of four years of relevant experience; advisors have: built their own practices and lead their teams; joined
teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and
in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative
criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria because
client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of
SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or investment outcome.
Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes
Media LLC. All rights reserved. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure
that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an
endorsement of the advisor.

*Source: The Forbes “America’s Top Women Wealth Advisors” list, published annually Feb - April. Rankings based on data as of
June 30 - September 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes.com America’s Top Women Advisors ranking was developed by SHOOK Research
and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a
ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations;
and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a
criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and
rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or
representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research
receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is
a registered trademark of SHOOK Research, LLC.

*Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, published annually Sept - Oct. Rankings based on data as
of Mar 31 of current year.

Data provided by SHOOK® Research, LLC. SHOOK Research considered women advisors with children living at home under 21 years
of age. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service
models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative
criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because
client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions
of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and
recognition from Working Mother/SHOOK Research are no guarantee of future investment success and do not ensure that a current or
prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of
the advisor. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a
ranking. SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved.

Jon Vollstedt follows a disciplined process that begins with first taking the time to get to know each client and the client’s family, their financial situation and what matters most to them, and is passionate about delivering excellent service. Jon holds the CERTIFIED FINANCIAL PLANNER™ certification.

As a Senior Relationship Manager Michael assists clients by helping them manage their wealth to meet their individual needs. He focuses on offering a comprehensive approach to wealth management that begins with listening to a client’s needs and helps to ensure every potential solution is grounded in understanding what each client wants to achieve.  Michael provides access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives.  He has built strong relationships with clients through an extensive understanding of services offered by Merrill.  Conscientious, professional and quick to respond to requests of all kinds, Michael strives to make every client contact a positive experience.

Michael has been with the team since 2011. He came to Merrill Lynch Wealth Management after working for three years with a brokerage firm in Salt Lake City, Utah. In 2008, he graduated from BYU with a degree in Economics. Michael was born and raised in the Pacific Northwest and loves being in the area. He resides with his spouse and energetic husky puppy in Seattle's Central District. When he's not in the office he enjoys hiking, camping, and traveling.