John Davis, CFP

Wealth Management Advisor – Seattle, WA

John began his career in 1993 after earning his master’s degree in finance from Thunderbird, the American Graduate School of International Management. He spent eight years working in New York City’s financial sector before relocating to Seattle in 2001.


Since 2002, John has served as a Financial Advisor, beginning with Morgan Stanley and later with Merrill Lynch, Tallus Capital, and now Tallus Advisors. Over the course of his career, he has developed investment and risk strategies that emphasize risk mitigation, income generation, fixed income, equities, and comprehensive financial planning.


With more than 20 years of experience as a Financial Advisor, John brings a thoughtful and disciplined approach to each client relationship. He continually studies market conditions and economic trends to make well-informed decisions that support his clients’ financial goals, and he remains deeply committed to strengthening the quality and depth of those relationships over time.


Education

MA, Finance, Thunderbird the American Graduate School of International Business


Registrations

Series 7

Series 63

Series 65