Founder and CEO, Davis Wealth Advisors
Melinda Davis is the Founder and CEO of Davis Wealth Advisors. She brings both technical expertise and passion to her work with her clients, including affluent family stewards, self-made entrepreneurs, and thriving retirees. Melinda is committed to simplifying the complexities of wealth for her clients and helping them align their values with their investments and giving. She and her firm act as a family’s personal CFO. She earned her M.S. in Finance from Boston College, a B.S. in Finance from the University of Florida, and is a CERTIFIED FINANCIAL PLANNER™ professional as well as Chartered Retirement Planning Counselor™. She lives on a farm in southern New Hampshire with her husband and two daughters.