Stephen Davis, CIMA®, is a Financial Advisor and Managing Director in Wealth Management at UBS, where they have been since 2014 after a 20-year tenure as a Wealth Management Advisor at Merrill Lynch. With a Bachelor's Degree in Business Economics from the University of California, Stephen specializes in managing private client portfolios and tailoring investment strategies to meet individual client needs. As a Certified Investment Management Analyst®, they provide tactical solutions to clients facing important financial transitions. Committed to community service, Stephen serves on the Board of Ambassadors for The Boys & Girls Clubs of Greater Conejo Valley & Las Virgenes and is active on the Alumni Board at UCSB. Outside of work, they enjoy sports and family time with their spouse of 23 years and their children.
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