MA Private Wealth is pleased to announce the promotion of Mallory Davis, CFP® to Private Wealth Advisor. Mallory joined our team in 2021 as a Relationship Manager while pursuing her Certified Financial Planner (CFP®) designation. She has since received her CFP®, grown her relationships with clients and played an integral role in the success of the firm.
Erica Arroyo, COO and Private Wealth Advisor, remarked, "Throughout Mallory's tenure with the team, she has consistently demonstrated integrity and professionalism in her work and client interactions. Her promotion is a testament to her deserving nature, and I have full confidence that she will carry forward her dedication and charisma in her new role."
Her background in psychology, human development, and social work has inspired her client interactions to be led with empathy, insight, and a deep understanding of the human element in financial planning. She educates her clients, providing them with the most relevant and strategic advice to reach their goals. Particularly, she enjoys working with clients on their tax needs, charitable giving, and education planning.
When asked about her promotion, Mallory stated, "I'm so excited for this opportunity. Transitioning to an advisor role allows me to have even more client-facing touchpoints, from regular client review meetings to working more on financial planning and bringing on new clients. Building these relationships is what I find most fulfilling."
As a strong advocate for women in finance, an active Bay Area community member and a family orientated mother, Mallory continues to exemplify the well-rounded, human-centric values of MA Private Wealth.
Mallory’s promotion comes on the heels of welcoming Riley Van Trease, Client Service Associate to the firm. Expanding the team allows us to provide more value to our clients, both in continuing our tradition of white-glove service and supplementing our overall financial expertise.
To reach Mallory Davis, please call 650.232.2021 or email mallory@maprivatewealth.com.
