PROFESSIONAL PROFILE
Angela L. Davis (“Angie”) CFP®, CIMA®, CPWA®, is an accredited Wealth Management Advisor. Angela joined Merrill Lynch in 1996. Based on her current expertise and training, she has been accredited by Merrill Lynch as one of the firm’s Personal Investment Advisory (PIA) program portfolio managers, which allows for the discretionary management of client assets.
She earned a Bachelor's Degree from Jacksonville University and holds the following designations: the Certified Financial Planner™ designation, awarded by the Certified Financial Planner Board of Standards, Inc.; the Certified Investment Management Analyst® designation, which is an advanced designation in investments and investment policy awarded by The Wharton School of Business at the University of Pennsylvania; and the Certified Private Wealth AdvisorSM designation. The Certified Private Wealth AdvisorSM designation is given to those Financial Advisors who have met the experience and ethical requirements, have successfully completed coursework in advanced wealth management strategies and applied concepts at The University of Chicago Booth School of Business, and have passed the CPWA® examination. The CPWA® designation, delivered by Investment Management Consultants Association (IMCA), is the only advanced designation designed for financial advisors and consultants who work with high net worth clients on the life cycle of wealth.
Angela’s commitment to education in estate planning, asset protection planning, taxation, investments, retirement and education planning provides exemplary service to a select group of families and businesses. She encourages success through learning and constant communication, through personal integrity, trust, and respect.
Angela’s leadership extends beyond Merrill Lynch. Angela’s deep belief in philanthropic activities is evident by her volunteer activities and participation in numerous charities and boards.