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Corey Davis

Investment Advisor Representative

Mattson Financial Services LLC

United States, Michigan, Grand Rapids

About Me

Corey graduated from Grand Valley State University then spent several years working in the financial sector. Since joining Mattson Financial in 2016, he guided a successful Client Services team and worked alongside Gary providing carefully crafted retirement solutions. Soon Corey realized his desire to provide more individualized retirement service to clients and has become a fiduciary advisor. He holds his Series 65 license and is a Life, Accident, and Health Insurance professional. On the weekends he enjoys spending time with his wife and co-worker, Rachael, and their two young kids. If Corey and his family are camping and enjoying the outdoors, you may find him home brewing or filming

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Profile Information

Investment Advisor Representative

Mattson Financial Services LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Grand Rapids

Michigan

United States

Mar 23, 2025

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