Andrew Davis is an Independent Wealth Advisor with WealthSource Partners. Helping investors of all types define and achieve their financial goals. Andrew takes a comprehensive approach to investing and wealth management. Partnering with individuals, families and business owners to help them reach their unique financial goals. His process involves the following steps, tailored to each client’s specific needs:
- Listening to everyone involved in the planning or investment relationship before creating a plan
- Implementing the investment strategy in a simple, easy-to-understand process
- Maintaining frequent communication with clients to help ensure their plan continues to meet their financial needs and goals
Andrew has been in the financial services industry since 2006 and started working for investment management firms in 2010. His early career catered mostly to institutional investors before starting as an independent financial advisor in 2014. Andrew’s clients are a diverse group of investors and include executives, attorneys, entrepreneurs, retirees, educators, physicians, law enforcement and veterans of our Armed Forces.
Serving his community and helping others, Andrew is a member of the Parish Finance Council at St. Julie Billiart Catholic Church. In addition, he serves on the board of directors at the Young Investors Society (YIS). YIS programs promote financial literacy, teach sound investment fundamentals and provide leadership and investment management experience for high school aged youth. Andrew lives in Newbury Park, CA with his wife Mary Ellen and their four children. He graduated from Grand Canyon University, Colangelo College of Business, with a Bachelor of Science in Marketing.
WealthSource® Partners | 3255 Old Conejo Road, Suite 107, Thousand Oaks, CA 91320
Phone: 800-546-0123 | www.wealthsource.com