CoverProfile

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

View more

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

More profiles to browse

Profile Photo
Gerald Green
Partner and Investment Advisor
TS
Taylor Steward
Investment Advisor Representative
Profile Photo
Gary Mattson
Founder & President
Profile Photo
Laurel Steward
President

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
EC
Elizabeth Cook
Chief Compliance Officer
Magnolia Wealth Management LLC