Reed Davis
Senior Wealth Advisor at Mariner Wealth Advisors
- Role
- Senior Wealth Advisor at Mariner
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Wealth Advisor
Jan 2020 — Present · Scottsdale, AZ, US
Education
Arizona State University
BS
2005 — 2008
College for Financial Planning
Certified Financial Planner™
2013 — 2016
Skills
- Tax Planning
- Estate Planning
- Wealth Management Services
- Retirement Planning
- Family Wealth Planning
- Qualified Retirement Plans
- Strategic Insurance Planning
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