Evan Davies
Wealth Management | West Point | Harvard MBA
- Role
- Wealth Manager at Praetorian Guard
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Evan Davies
CERTIFIED FINANCIAL PLANNER® professional. Fiduciary. Fee-Only Advice.Secure your financial future today and build a lasting legacy at: https://praetorianguard.biz/Praetorian Guard, a division of Praetorian Wealth Management, Inc, provides bespoke, fee-only wealth management solutions tailored to the unique needs of discerning clientele. As a fiduciary CFP® professional I deliver personalized strategies for legacy planning, investment management, and navigating intricate financial landscapes.Retired from the military after 20 years of active duty US Army service in combat, higher education, and data science roles. Passionate about promoting financial literacy and exploring new methods to improve service members\' personal financial readiness.
Experience
Wealth Manager
Nov 2024 — Present · Carmel, CA, US
Fiduciary and CERTIFIED FINANCIAL PLANNER® professional, always puts the best interests of my clients first- Provides comprehensive financial planning and wealth management services to client families, ensuring their financial goals are met through tailored strategies, expert advice, and ongoing support- Manages investments, conducts retirement planning, evaluates tax strategies, contributes estate planning assistance, and executes other aspects of personal financial planning to help clients achieve long-term financial security and peace of mind
Education
Harvard Business School
Master of Business Administration (MBA)
2014
College for Financial Planning
Master of Science (MS), Personal Financial Planning
2016
United States Military Academy at West Point
Bachelor of Science (BS), Economics
2005
Skills
- Leadership
- Operational Planning
- Program Management
- Training
- Military
- Army
- Military Operations
- Military Experience
- Security
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