Tony Davis, CFP®

Senior Wealth Advisor, Managing Director

Reston, VA

LET’S CONNECT

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

We look forward to learning about your financial goals.

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