Juan Davila
Vice President - Wealth Advisor @Sovereign Wealth Advisors, LLC | Financial Advisory
- Role
- Vice President - Wealth Advisor at Sovereign Wealth Advisors, Llc
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Juan Davila
Juan Davila is a Vice President - Wealth Advisor at Sovereign Wealth Advisors, a leading…
Experience
Vice President - Wealth Advisor
Sovereign Wealth Advisors, Llc
Apr 2024 — Present
Juan DavilaI am a Senior Portfolio Manager & Senior Wealth Management Advisor that strives to build relationship with existing clients while trying to meet new ones. My team and I believe in a full Wealth Management approach for our primary objectives, investment management, portfolio construction, and wealth planning. We have access to a dedicated specialist for Wealth Management, Estate and Trust Planning services through Sovreign Wealth Advisors & LPL Financials full enterprise suite that can help you regardless of size or complexity of your finances. I enjoy the management of assets while leaning on the firm for research and guidance to build customized portfolios that will help meet your needs. We hope to connect with anyone that doesn\'t have a plan or needs a second opinion on their current portfolio. We hope for a chance to help you and offer you guidance and support.Regards, Juan DavilaVice President - Wealth Manager3120 Southwest Freeway STE 500 Houston, Texas 77098Direct: 71••••••15Main: 71••••••00Toll Free: 83••••••20jdswealthadvisors.comClient Service AssociateChadler ThatcherMain: 71••••••00Direct: 7••••••••@swealthadvisors.comInvestment advice offered through Sovereign Wealth Advisors LLC, a registered investment advisor and separate entity from LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Education
University of Houston
Bachelor's Degree in Finance, Accounting and Finance
2012 — 2016
Skills
- Erp Implementations
- Sales
- Iphone
- Crm
- Futures
- Financial Reporting
- Investments
- Logistics
- Commercial Leasing
- Retail
- Leadership
- Tax Preparation
- Customer Service
- Management
- Mac Os
- Ilife
- Os X
- Account Management
- Mac Os X Server
- Ios
- Customer Experience
- Windows
- Customer Satisfaction
- Team Leadership
- Keynote
- Iwork
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