Pearson Davis, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 833-546-1762

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

11 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Investment Consultant, Charles Schwab, 2018-2021
  • Associate Vice President, Griffin Capital, 2015-2018
  • Investment Consultant, Vanguard, 2013-2015
  • Financial Consultant-Financial Solutions Branch, Charles Schwab, 2021-2024

Education

  • BS, Finance, Arizona State University

Personal interests and affiliations

  • Lambda Chi Alpha Fraternity, 2009-2013

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