Davis Edwards

AAMS®, AWMA®

Investment Associate

 
 

Davis Edwards

AAMS®, AWMA®

Investment Associate

“I enjoy helping people feel financially secure enough to pursue what they love to do.”

Role at Mission Wealth

Davis serves as an Investment Associate at Mission Wealth. He is responsible for trading, investment research and portfolio performance analysis.

Contact Information

Office Location: Santa Barbara, CA
Email: dedwards@nullmissionwealth.com
Direct Line: (805) 690-9005

Role at Mission Wealth

Davis serves as an Investment Associate at Mission Wealth. He is responsible for trading, investment research and portfolio performance analysis.

Contact Information

Office Location: Santa Barbara, CA
Email: dedwards@nullmissionwealth.com
Direct Line: (805) 690-9005

Education

Davis graduated from the University of California, Santa Barbara, with a Bachelor of Arts in Economics and a minor in English. He was a member of the Investment Advisory Committee (IAC) at UCSB, which is a student-run organization that manages and invests student body funds on behalf of UCSB’s Associated Students. He was also a member of UCSB’s Finance Connection, which is another student-run organization that “aims to bridge the gap between Wall Street and UCSB by serving as the preeminent resource for students and alumni interested in the field of finance.”

Davis plans to continue his progress toward his CFA designation.

Credentials

Education

Davis graduated from the University of California, Santa Barbara, with a Bachelor of Arts in Economics and a minor in English. He was a member of the Investment Advisory Committee (IAC) at UCSB, which is a student-run organization that manages and invests student body funds on behalf of UCSB’s Associated Students. He was also a member of UCSB’s Finance Connection, which is another student-run organization that “aims to bridge the gap between Wall Street and UCSB by serving as the preeminent resource for students and alumni interested in the field of finance.”

Davis plans to continue his progress toward his CFA designation.

Credentials

Community Involvement

Volunteer for Corazon’s “Build a House in a Day” Program, here he assists in the building of homes for needy families in communities across Tecate and Tijuana, Mexico.

Personal Pursuits

Davis grew up in Mission Viejo, Calif. As a sports fan, Davis enthusiastically supports his teams: the Angels, Chargers, Ducks, and Lakers. In his spare time he enjoys hiking, fishing, and reading.

Community Involvement

Volunteer for Corazon’s “Build a House in a Day” Program, where he assists in the building of homes for needy families in communities across Tecate and Tijuana, Mexico.

Personal Pursuits

Davis grew up in Mission Viejo, Calif. As a sports fan, Davis enthusiastically supports his teams: the Angels, Chargers, Ducks, and Lakers. In his spare time he enjoys hiking, fishing, and reading.

Meet More of Our Team

BACK TO TEAM PAGE
 

You Dream. We Deliver. Together.

We would love to hear from you! Please take a minute to let us know how we can help you and we will be in touch.