Troy Davidson
Wealth Management Advisor in Newport Beach, CA
- Role
- Wealth Advisor at Ballast Rock Private Wealth
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Troy Davidson
Troy is a highly experienced Wealth Advisor with a distinguished track record of providing tailored financial solutions to affluent individuals, families, business owners, and foundations. With a deep understanding of complex wealth structures, estate planning, tax optimization, and bespoke investment strategies, Troy specializes in helping high-net-worth and ultra-high-net-worth clients preserve and grow their wealth across generations. Leveraging his experience from multiple large and prestigious financial institutions, Troy offers a holistic approach to wealth management, integrating complex estate planning strategies, alternative investments, philanthropic planning, tax minimization, and risk mitigation. Troy serves as a fiduciary and trusted partner in navigating the evolving financial landscape.With over 19 years of experience at top financial institutions, an MBA from San Diego State University, a Certified Wealth Strategist (CWS®), a Certified Private Wealth Advisor (CPWA®), Troy delivers personalized solutions that align with clients’ unique goals and aspirations. Whether structuring family offices, facilitating legacy planning, or optimizing investment portfolios, Troy is dedicated to delivering exceptional service and long-term value.Troy currently resides in Orange County, California and is married to his wife Kristin, and they have a beautiful daughter Lyla and an energetic son Merrick. He is a sports fanatic and loves surfing, snowboarding, traveling, and good times with family and friends.
Experience
Wealth Advisor
Mar 2025 — Present
The needs of high-net-worth individuals go beyond what most wealth managers provide with traditional liquid market portfolio management strategies. Ballast Rock Private Wealth was born with the understanding that knowledge of private-market opportunities adds a layer of diversification and volatility reduction to investors’ portfolios. As a client of Ballast Rock Private Wealth, our wealth managers keep in mind what’s important to you: family, financial security, growth, and future goals. With a focus on individuals and families, business owners, entrepreneurs and family offices seeking objective, unbiased guidance, with a particular focus on alternative investments. Ballast Rock Private Wealth operates as part of Ballast Rock Group, which has deep experience in private equity, real estate, and venture capital investing. For more information, please visit us at ballastrockpw.com.
Education
San Diego State University-California State University
BA
San Diego State University-California State University
MBA
Skills
- Annuities
- Business Planning
- Financial Services
- Series 7
- Tax
- Financial Management
- Retirement
- Strategic Financial Planning
- Business Analysis
- Asset Management
- Portfolio Management
- Loans
- Insurance
- Small Business
- 401k
- Investments
- Finance
- Succession Planning
- Commercial Lending
- Fixed Annuities
- Market Analysis
- Cash Management
- Financial Analysis
- Teamwork
- Banking
- Mutual Funds
- Risk Management
- Financial Planning
- Wealth Management
- Retirement Planning
- Securities
- Estate Planning
- Equities
- Financial Advisory
- Investment Advisory
- Sales
- Entrepreneurship
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