Davis Edwards

CFA^®, MDS

Director of Data and Analytics

Technology

(805) 283-2714

"I'm on a never-ending quest for fresh insights, staying ahead of the curve with the latest investment or technology trends. It's not just about staying informed - it's about fueling my passion and helping our clients reach their goals."

As Director of Data and Analytics at Mission Wealth, Davis Edwards plays a crucial role in managing technical projects and facilitating communication between the investment and technology departments. With a keen eye for detail and a passion for technology, he ensures that all systems are running smoothly and effectively, allowing the firm to deliver top-notch service to clients.

"I'm on a never-ending quest for fresh insights, staying ahead of the curve with the latest investment or technology trends. It's not just about staying informed - it's about fueling my passion and helping our clients reach their goals."

As Director of Data and Analytics at Mission Wealth, Davis Edwards plays a crucial role in managing technical projects and facilitating communication between the investment and technology departments. With a keen eye for detail and a passion for technology, he ensures that all systems are running smoothly and effectively, allowing the firm to deliver top-notch service to clients.

Learn About Davis Edwards

Professional Background

Davis holds a Bachelor of Arts in Economics and a minor in English from the University of California, Santa Barbara. He also completed his Masters of Data Science from the University of Sydney, Australia and is a certified Chartered Financial Analyst^®.

Personal Pursuits

Davis Edwards is a proud native of Mission Viejo, California. A passionate sports enthusiast, he is a devoted supporter of the Angels, Chargers, Ducks, and Lakers. Davis also enjoys hiking, practicing yoga, and spending time at the beach during his leisure time.

Community Impact

Davis is an active volunteer for Corazon's "Build a House in a Day" Program, where he helps build homes for underprivileged families in various communities across Tecate and Tijuana, Mexico. Through his contributions to the program, Davis exemplifies his commitment to making a positive impact in the lives of others.

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About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.

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