CoverProfile

Marc Davis

Senior Wealth Advisor

HoyleCohen Wealth Management

United States, California, San Diego

About Me

Marc Davis was a Founding Partner of Davis & Seiley which merged with HoyleCohen in January 2023. Marc has been serving clients in the financial services industry since 1990. Marc’s work focuses on developing tailored planning and investment strategies and fostering a collaborative client experience. At HoyleCohen Marc continues to work with clients through building holistic financial planning strategies designed to see them through all life’s stages. Marc earned a Bachelor of Arts degree in Economics from Brigham Young University and holds the CFP designation. In addition to his professional work, he has donated significant time to the non-profit community including roles on various boa
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Profile Information

Senior Wealth Advisor

HoyleCohen Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Diego

California

United States

May 16, 2024

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