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Leaders to Know: Trusted Advisors 2023 – Stephen W. Davis

Custom Content by the San Fernando Business Journal

By Kelly Garcia

February 27, 2023

131

STEPHEN W. DAVIS
Managing Director;
Wealth Management Senior Portfolio Manager
UBS Financial Services Inc. – The Davis Group

Steve Davis has nearly 30 years of experience as a financial advisor initially at Merrill Lynch and presently at UBS Financial Services. He holds a certified investment management analyst designation from The Wharton School of the University of Pennsylvania. As a managing director in Wealth Management, Davis has nearly one billion dollars under asset management. He is intensely dedicated to the clients in his care and insists on delivering a high level of service to ensure that his practice provides comprehensive financial planning for their benefit.

Davis’ dedication to giving back to students and mentoring youth interested in the field of financial planning is highlighted with his decision to create and implement a summer internship program at UBS. He hired eight local college students this summer to join his UBS Financial Services practice. During this program, students were mentored and introduced to experienced financial professionals.

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