Denise Davis, CFA®

VP - Financial Consultant

+1 203-418-4181

Financial credentials

  • Chartered Financial Analyst®
  • Series 6, 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

22 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Financial Consultant & VP - Wealth Planner, Fidelity Investments, 2014-2023
  • Financial Advisor, Morgan Stanley & Merrill Lynch, 2011-2014
  • Wealth Advisor, Northwestern Financial - D.B. Davis & Associates, 2006-2010
  • Senior Vice President, U.S. Trust Company, 2003-2006
  • Senior Vice President, Deutsche Asset Management, 2001-2003

Education

  • CIBE - Advanced Management Program, Columbia Business School Executive Education
  • MA, UNC - Chapel Hill
  • BA, Sacred Heart College, NC

Personal interests and affiliations

  • CFA Institute
  • CFA Society New York

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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