Pearson Davis, CFP®
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 833-546-1762Financial 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