Portrait of Davis Edwards

Davis Edwards CFA®, MDS

Partner and Director of Data and Analytics

Based in San Diego, Davis leads data and analytics initiatives that turn complex information into practical tools, clearer insights, and more efficient firmwide decision-making.

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As Director of Data and Analytics at Mission Wealth, Davis Edwards is crucial 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 run smoothly and effectively, allowing the firm to deliver top-notch service to clients.
In 2025, Davis joined the Mission Wealth Partner group.

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.

—Davis Edwards, Partner and Director of Data and Analytics

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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Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

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to Davis Edwards

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Davis and Mission Wealth may be the right fit to support your life and financial goals.