Wealth Management Since 1971

GWEN DAVIS

GWEN DAVIS

Connect with me

GWEN DAVIS

SENIOR CLIENT SERVICE ASSOCIATE

Industry Experience: 25+ years

  • Over 25 years Client Service experience in the Financial Industry
  • Formerly worked with CPA executives, Registered Investment Advisors, City Attorneys and performed as Liaison to Corporate Attorneys in contract negotiations and acquisitions
  • Enjoys assisting clients, traveling and spending quality time with family and friends

Talk with GWEN DAVIS