Joel Davis

Joel Davis

Portfolio Manager | Philadelphia, Pennsylvania, United States

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Work Experience

Meyer Capital Group

Portfolio Manager

2023-10-01 — Present

Roman & Kulpa, LLC

Wealth Advisor, Certified Financial Planner™

2019-10-01 — 2023-10-01

Main Street Financial Life Advisors, LLC

Wealth Advisor, Certified Financial Planner™

2019-10-01 — 2023-10-01

Wells Fargo

Regional Bank Private Banker

2012-12-01 — 2019-10-01

Skills

retirement income planning alternative investment strategies financial planning wealth management registered investment adivsor certified financial planner chartered financial analyst investment management fiduciary

Languages

English