Matt Davis, CFP®WEALTH MANAGER
Matt joined United Capital in 2016 after spending several years working with high net worth clients in Washington, DC. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and earned a Bachelor of Science from Texas Tech University in Personal Financial Planning.
Matt is passionate about helping clients reach their goals through unbiased and individualized financial advice. His natural inclination to educating others about financial planning has been apparent since the age of 16, when he began working in the financial services industry. His depth of experience—combined with the unique approach to financial life management at United Capital—allows him to discover his clients’ true priorities.
Matt’s energetic nature is apparent both on- and off-the-job. In 2014 and 2015, Matt was a board member of the Financial Planning Association of the National Capital Area where he planned educational and social events for its 1,000+ members. He is also an active member of the National Association of Personal Financial Advisors, and has been quoted in Investment News on the progression of the profession for the next generation of financial advisers. In his spare time, Matt enjoys outdoor activities such as golf, attending live sporting events, and concerts.