Denise Davis

Denise Davis, CFA®, has extensive experience in the financial services industry, having held various leadership positions in multiple prestigious firms. At Charles Schwab, Denise serves as Vice President Financial Consultant, and previously held similar titles at Fidelity Investments, including Vice President - Wealth Planner and Financial Consultant. Denise also worked in Wealth Management at Morgan Stanley Wealth Management and served as Senior Director at BNY Mellon. Additionally, Denise was a Wealth Management Advisor at D.B. Davis & Associates, showcasing a strong background in wealth management and financial consulting.