Victor Davis

Planning Consultant

Victor Davis, CFP®, is a seasoned financial professional currently serving as a Relationship Manager at Fidelity Investments since August 2021, with previous roles including Financial Representative and Investment Solutions Representative. Davis has extensive experience with the US Navy Reserve as a Language Analyst since September 2016 and completed an intensive apprenticeship with Goldman Sachs as part of the Veterans Integration Program, focusing on capital markets and professional development. Previous positions include Financial Analyst at Goldman Sachs, Summer Analyst at Altman Vilandrie & Company, Summer Financial Analyst at Morgan Stanley, and Financial Analyst at Izar Capital Group, demonstrating a strong background in financial analysis and project management. Davis holds a Bachelor of Science in International Economics from Georgetown University, along with an Associate of Arts from Anne Arundel Community College and a diploma in Russian Studies from the Defense Language Institute.

Location

Newport Beach, United States

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