Tony Davis, CFP®
Wealth Advisor, Director
Experience
- 6+ years in financial services
Highlights
- CERTIFIED FINANCIAL PLANNER™
- 3 time All-Academic SEC athlete, University of Florida
- 6 years as a Professional Baseball Player
Designations
- CERTIFIED FINANCIAL PLANNER™ professional
- Certified Investment Management Analyst
Work Experience
- Joined the MAI firm in 2019 as a result of the acquisition of MTX Wealth Management (“MTX”)
- Responsible for helping high net worth individuals and families define and meet their goals and objectives
- At MTX, he was a Financial Analyst, where he was responsible for financial planning and client service
- Previously worked as a loan officer with Foundation Mortgage Corporation, specializing in residential transactions, before joining Merrill Lynch as a Financial Advisor in 2016
Life Outside of MAI
- Spent six years as a Professional Baseball Player beginning in 2009 when he was drafted in the 12th round to the Minnesota Twins
- Married and has one daughter
- Has completed two marathons
Education
- University of Florida, BA in Sports Management, Cum Laude