Elyn Davis
Managing Director of Advisor Family Office at Charles Schwab | Scottsdale, Arizona, United States
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Elyn Davis serves as the Managing Director of the Advisor Family Office group at Charles Schwab, where she leads a dedicated team of professionals focused on delivering exceptional service to the ultra-high net worth community. With a deep understanding of wealth management and asset management, Elyn acts as a strategic thought partner to clients, ensuring their unique needs are met through tailored financial solutions. Her expertise in portfolio management and risk management allows her to identify opportunities that enhance client experiences and outcomes.
Under Elyn's leadership, the Advisor Family Office group has undertaken several key projects aimed at refining investment strategies and optimizing asset allocation for clients. By leveraging her strong oral communication skills, Elyn fosters open dialogue with clients, ensuring that their voices are heard and their goals are prioritized. This collaborative approach not only strengthens client relationships but also empowers her team to innovate and adapt to the evolving landscape of financial services.
Elyn's commitment to excellence in management and leadership is evident in her ability to mentor and develop her team, cultivating a culture of continuous learning and professional growth. As a result, the Advisor Family Office group is well-equipped to navigate the complexities of wealth management, providing clients with comprehensive solutions that address their financial aspirations. Elyn's passion for serving the ultra-high net worth community, combined with her extensive industry knowledge, positions her as a trusted advisor and leader in the financial services sector.
Managing Director of Advisor Family Office at Charles Schwab in May 2017 to Present
Managing Director at Charles Schwab in April 2025 to Present
Managing Director of Advisor Transition Services at Charles Schwab in August 2014 to May 2017
Managing Director of Advisor Client Experience at Charles Schwab in April 2013 to August 2014
Managing Director of Advisor Custody & Trading at Charles Schwab in October 2008 to April 2013
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Financial Advisory
Oral Communication
Financial Services
Investments
Management
Trading
Mutual Funds
Portfolio Management
Wealth Management
Asset Management
Risk Management
Leadership
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Discover more about Charles SchwabWhat is Elyn Davis email address?
Email Elyn Davis at [email protected] and [email protected]. This email is the most updated Elyn Davis email found in 2026.
What is Elyn Davis phone number?
Elyn Davis phone number is +16027437138 and +19562663526.
How to contact Elyn Davis?
To contact Elyn Davis send an email to [email protected] or [email protected]. If you want to call Elyn Davis try calling on +16027437138 and +19562663526.
What is Elyn Davis net worth?
Elyn Davis has an estimated net worth of $750,000 to $999,999
What company does Elyn Davis work for?
Elyn Davis works for Charles Schwab
What is Elyn Davis's role at Charles Schwab?
Elyn Davis is Managing Director of Advisor Family Office
What industry does Elyn Davis work in?
Elyn Davis works in the Financial Services industry.
Elyn Davis Email Addresses
Elyn Davis Phone Numbers
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