Robert Davis

Vice President, Advisor

Salt Lake City, Utah

Contact Robert

Robert helps clients make informed decisions through tailored, objective guidance. He supports individuals and families with clear planning that connects daily choices to long-term goals. Education and empowerment are central to his work.
He earned a B.S. in Personal Financial Planning from Utah Valley University. He chose EP Wealth for its structure and resources that support a strong client experience. His background reflects a commitment to service and long-term relationships.
His approach is clear, collaborative, and practical. He believes confident clients make better decisions and stay engaged in their plan by breaking down complex topics into understandable options.
He enjoys spending time with his family and staying active outdoors. He also enjoys golfing and being outside whenever possible.