Scott Davis is a Senior Advisor with AdvicePeriod. With nearly two decades in global financial services, Scott is responsible for the client experience of many of the firm’s most complex and sophisticated families. Scott partners with their external advisors, including tax and estate planning experts, to ensure a holistic client experience.
Prior to joining AdvicePeriod, Scott worked with many of his current teammates at Convergent Wealth Advisors where he was a Managing Director. Before Convergent, Scott managed a multi-billion-dollar family office overseeing private equity, hedge fund and direct investments.
Scott earned a BS from The Pennsylvania State University. He volunteers for several charities including ESL tutoring, Big Brothers Big Sisters and Junior Achievement. Scott is also a dedicated and adoring father to his three young children.