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.
Robert 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.
Robert’s approach is clear, collaborative, and practical. He believes confident clients make better choices and stay engaged in their plan as he breaks down complex decisions into understandable options.
Robert enjoys spending time with his family and staying active outdoors. He also enjoys golfing and being outside whenever possible.