Davis Wealth Advisors
Davis Wealth Advisors is a fee-only financial planning and wealth management firm. Our advisors provide a holistic view of your financial life and help you make decisions that will allow you to live your life to the fullest. Life doesn’t always happen as planned. Unexpected things happen, markets change, and adjustments are needed along the way. We believe having a plan and a guide to provide education and advice along the way is invaluable.
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Verified contacts
7
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
2
tools in use
Monthly traffic
40
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- SC
Stephanie Castonguay Griebel
Wealth Advisor · Finance & Accounting
EmailPhone - TD
Traci Diedrich
Operations Manager · Operations
EmailPhone - ZG
Zach Gibbons
Financial Planning Associate · Finance & Accounting
EmailPhone - PX
Patrick Xavier
Financial Planning Associate · Finance & Accounting
EmailPhone - MD
Melinda Davis
Founder & Managing Partner · General Business & Management
EmailPhone
Showing 5 of 7 verified contacts
Top roles at Davis Wealth Advisors
6 distinct titles indexed · top 6 shown.
- 2financial planning associate
- 1client service associate
- 1founder & managing partner
- 1operations manager
- 1portfolio manager
- 1wealth advisor
Sign up to unlock all 7 contacts at Davis Wealth Advisors
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