Meet the Team
With over 40 years of combined industry experience, Matthew & Annie Davis are a special team designed to simplify financial needs. Read more about Team Davis below!
Helping Clients Succeed Financially
It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. We can help you start planning now for the future. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.
Matthew Davis, CIMA®, CRPC®
- Founder
- President
Matthew Davis, CIMA®, CRPC®
- Founder
- President
One of life’s great challenges is taking the complex and making it simple. Matthew Davis pioneered Davis Wealth Management (WM) to provide a client experience that distills the often-complicated nature of wealth management into an easy and understandable financial picture. As the President, Matthew builds trusted relationships where clients can sleep well at night knowing that his group has their best interests at heart.
Throughout his 20+ year career, Matthew has utilized both empathy and financial expertise to deliver for his clients. He is currently a Platinum Council Member at Wells Fargo Advisors Financial Network. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. To truly align with his clients’ goals and partner through the issues that arrive in their lives, Matthew has earned designations like the Certified Investment Management Analyst® from the Wharton School of Business, Chartered Retirement Planning Counselor®, and Portfolio Investment Manager (PIM). He backs this all up with a bachelor’s in business and accounting from Drexel University as well as past experience as a CPA.
When not working for his clients, Matthew keeps busy supporting his two sons in all their endeavors and spending quality time with his wife. When he does get a moment to himself, he enjoys working out, playing chess, catching up with friends, or just palling around with his dog, Isa!
Throughout his 20+ year career, Matthew has utilized both empathy and financial expertise to deliver for his clients. He is currently a Platinum Council Member at Wells Fargo Advisors Financial Network. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. To truly align with his clients’ goals and partner through the issues that arrive in their lives, Matthew has earned designations like the Certified Investment Management Analyst® from the Wharton School of Business, Chartered Retirement Planning Counselor®, and Portfolio Investment Manager (PIM). He backs this all up with a bachelor’s in business and accounting from Drexel University as well as past experience as a CPA.
When not working for his clients, Matthew keeps busy supporting his two sons in all their endeavors and spending quality time with his wife. When he does get a moment to himself, he enjoys working out, playing chess, catching up with friends, or just palling around with his dog, Isa!
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Annie Davis
- Co-Founder
- Senior Registered Client Associate
Annie Davis
- Co-Founder
- Senior Registered Client Associate
As a Senior Registered Client Associate at Davis Wealth Management, Annie Davis is the pleasant professional who streamlines operations for advisors and provides efficient solutions for clients. For Annie, helping people grow their wealth to fulfill their goals is a special privilege that she feels grateful to be a part of.
Throughout her 20 year career on the administrative side of financial services, Annie became known for getting the job done as a Client Associate at Merrill Lynch. She backs up her proficiencies with a BA from Loyola College in Baltimore. Now in the next stage of her career as one of the founders at Davis Wealth Management, Annie is dedicated to gathering the resources necessary to grow the practice.
Outside of the office, Annie can be found traveling to new places, baking some delicious confections, or just spending quality time with family and friends. When you see her, ask her about her miniature dachshund named Zuzu!
Throughout her 20 year career on the administrative side of financial services, Annie became known for getting the job done as a Client Associate at Merrill Lynch. She backs up her proficiencies with a BA from Loyola College in Baltimore. Now in the next stage of her career as one of the founders at Davis Wealth Management, Annie is dedicated to gathering the resources necessary to grow the practice.
Outside of the office, Annie can be found traveling to new places, baking some delicious confections, or just spending quality time with family and friends. When you see her, ask her about her miniature dachshund named Zuzu!
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