Elyn Davis
Managing Director, Advisor Wealth Services
- Role
- Managing Director of Advisor Services Group at Charles Schwab
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Elyn Davis
With over 28 years at Charles Schwab, I’ve dedicated my career to empowering independent advisors and driving innovation in wealth management. Currently, I serve as Managing Director of Advisor Service Group, leading the business that provides custodial, operational, and trading support to RIAs under $500M AUM—helping them scale efficiently and deliver exceptional client experiences.Previously, I led Schwab Advisor Family Office, where I built a specialized offering for ultra-high-net-worth families and the advisors who serve them. My passion lies in creating solutions that anticipate advisor needs, foster growth, and strengthen relationships across the financial ecosystem.
Experience
Managing Director of Advisor Services Group
Apr 2025 — Present · Phoenix, AZ, US
Education
Rocky Mountain College
Bachelor of Science (B.S.), Psychology
1993 — 1996
Skills
- Trading
- Wealth Management
- Mutual Funds
- Risk Management
- Investments
- Management
- Leadership
- Portfolio Management
- Financial Services
- Asset Management
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