

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
Profile Information
Senior Wealth Advisor
HoyleCohen Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
San Diego
California
United States
May 16, 2024
Keylinks
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