Top Wealth + Best-in-State · rank 2 · Seattle, Washington · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (The Davis Group) (high)
- “Corina Davis is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Seattle, Washington.” — firm_official
- Parent company — Bank of America (high)
- “I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America.” — firm_official
- Firm type — wirehouse (high)
- “Currently employed by and registered with the following Firm(s): IA MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 401 UNION ST SEATTLE, WA 98101 CRD# 7691” — sec_finra_regulatory
- Team name — The Davis Group (high)
- “As the founder of The Davis Group, Corina purposefully built her team with the aim of providing business owners, corporate executives and multiple generations of families with the same high-quality wealth management that” — firm_official
- Team size — 9 (high)
- “"@type":"Person","name":"Corina Davis","jobTitle":"Wealth Management Advisor"” — firm_official
- CRD — 4554039 (high)
- “CORINA L. DAVIS CRD# 4554039” — sec_finra_regulatory
- Years experience — 23 (high)
- “General Securities Representative Examination Series 7 09/03/2002” — sec_finra_regulatory
- “For more than two decades, Corina has brought empathy, humility, and technical insight to her relationships.” — firm_official
- Designations — CFP, CPWA, other:CEPA, other:CPFA (high)
- “Corina Davis, CFP®, CPWA®, CEPA®, CPFA®” — firm_official
- “Designations: CEPA, CFP, CPWA, CPFA” — professional_press
Book of business
- Team AUM ($M) — 1400 (high)
- “Team Assets (Custodied): $1.4B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 11 (high)
- “Typical Net Worth of Relationships: $6-16M” — forbes_shook
- Client niche — business owners, corporate executives, and multigenerational families (high)
- “As the founder of The Davis Group, Corina purposefully built her team with the aim of providing business owners, corporate executives and multiple generations of families with the same high-quality wealth management that” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Currently employed by and registered with the following Firm(s): IA MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/wa/seattle/davisgroup (high)
- “The Davis Group Merrill Lynch Wealth Management 401 Union St Seattle WA 98101 Visit us (206) 464.3535” — firm_official
- Value proposition (verbatim) — At The Davis Group, we continually strive to create a client experience that transcends the norm by treating our clients as people and always putting their interests before our own. Our depth of experience, professional designations and industry accolades may capture the attention of investors, but we feel it is the compassion, integrity and character of our team that wins over their hearts and minds. (high)
- “At The Davis Group, we continually strive to create a client experience that transcends the norm by treating our clients as people and always putting their interests before our own. Our depth of experience, professional ” — firm_official
- Differentiators — client experience that "transcends the norm" — clients treated as people, interests before our own, compassion, integrity and character of the team, over credentials and accolades, founder-built team designed to serve business owners, executives and multigenerational families, access to Merrill investment insights plus Bank of America banking and lending solutions, strategy "as flexible as today's changing market conditions" built from the full financial picture (high)
- “Our depth of experience, professional designations and industry accolades may capture the attention of investors, but we feel it is the compassion, integrity and character of our team that wins over their hearts and mind” — firm_official
- “Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide a” — firm_official
- Content marketing — none (medium)
- “"@type":"ItemList","name":"Insights","itemListElement":[{"@type":"ListItem","position":1,"item":{"@type":"Article","headline":"Beyond the page: How a successful writer pursues financial security","url":"https://www.ml.co” — firm_official
- Has podcast — no (medium)
- “"@type":"ItemList","name":"Page Sections","itemListElement":[{"@type":"ListItem","position":1,"name":"Welcome","item":"#profile"},{"@type":"ListItem","position":2,"name":"Recognition","item":"#recognition” — firm_official
- Books published — 0 (medium)
- “Corina is a proud graduate of the University of Washington with a Bachelor's degree in business and communications. She and her husband reside” — firm_official
- Linkedin url — https://www.linkedin.com/in/corina-davis-cfp%C2%AE-cpwa%C2%AE-cepa%C2%AE-cpfa%C2%AE-0840759/ (medium)
- “Corina Davis, CFP®, CPWA®, CEPA®, CPFA® - Merrill Lynch Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Barron's "Top 100 Women Financial Advisors," 2021-2026, Barron's "Top 1,500 Financial Advisors," 2020-2026, Working Mother/SHOOK Research's "Top Wealth Advisor Moms," 2017-2021 (high)
- “Barron's "Top 100 Women Financial Advisors," 2021-2026 (Published annually in June. Rankings based on data as of March 31 of current year) · Barron's "Top 1,500 Financial Advisors," 2020-2026 (Published annually in March” — firm_official
Visual brand
- Has distinct logo — no (high)
- Logo url — gap: not_found_after_search
- Visual brand notes — Merrill corporate template: navy primary (#012169) on light-gray sections, light-weight sans headings, no team mark; square headshots plus Seattle lifestyle/landscape photography. (high)
- “fill="#012169">” — firm_official