Scott Davis

Scott Davis is a Senior Advisor at AdvicePeriod, a wealth management firm based in Los Angeles. With nearly two decades of experience in global financial services, he plays a pivotal role in enhancing the client experience at the firm. His expertise encompasses various aspects of wealth management, including financial planning, estate planning, and investment oversight.24

Davis has previously held significant positions, such as Managing Director at Convergent Wealth Advisors and Portfolio Manager at Lexington Commercial.5 He is well-regarded for his collaborative approach, working alongside other advisors to provide sophisticated financial solutions tailored to high-net-worth clients.1 His professional profile can be found on LinkedIn under the username scott-davis-b8a26322, where he connects with over 500 industry professionals.3