Troy Davis, CFP®, CWS®, MBA

VP - Sr. Financial Consultant

+1 503-944-6804

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Wealth Strategist®
  • Master in Business Administration
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

29 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2004-present
  • Sr. Financial Representative, Fidelity, 2001-2004
  • Wealth Management, Goldman, Sachs and Co., 2000-2001
  • Investment Specialist, Fidelity, 1995-2000

Education

  • MBA, Brigham Young University
  • BS, Finance, Westminster College

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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