Robert Davis

Salt Lake City, Utah

Robert Davis

Vice President
Education &
Certifications

Utah Valley University, B.S. in Personal Financial Planning

Series 65

Financial Tip

It doesn’t matter how much money you make, but how you manage that money that will make all the difference.

About Robert
Robert is Vice President at EP Wealth Advisors, he wanted to be a financial advisor from the moment he learned about the career. He went on to obtain his degree in Personal Financial Planning at Utah Valley University. Robert chose EP Wealth Advisors because of the incredible structure it provides in helping Individuals and families reach their financial goals. He receives his greatest satisfaction from providing tailored unbiased financial advice that not only educates but empowers his clients to make the most informed decisions. When Robert is not working, he is spending time with his family, playing golf and being active outdoors
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