Steward Partners
Timothy Davis, CFP®, is an Executive Managing Director and Wealth Manager at Steward Partners Global Advisory, where the focus is on managing wealth for busy business owners and executives. With over two decades of experience, Timothy previously held senior roles at Morgan Stanley, UBS, and Merrill Lynch, where Timothy demonstrated significant growth in asset management. Timothy holds a Bachelor of Arts in Political Science, History, and Business from the University of Vermont and a Certificate in Financial Planning from Merrimack College.
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Steward Partners
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors.