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GWEN DAVIS

SR. CLIENT EXPERIENCE MANAGER

FAVORITE QUOTE:

“The best way to find yourself is to lose yourself in the service of others.”

Gandhi

ABOUT

Gwen has over 30 years’ experience in client service and client relations.


Gwen’s work-life passion is assisting clients with making their financial experience more positive and less burdensome. She has worked in wealth advisory, public accounting, NFL and law firm industries, and has gained an in-depth knowledge of the financial world and how wealth advisory services provide a key element to the complete success of an individual’s lifetime financial goals.


Gwen and her husband relocated from New Orleans, Louisiana, and made their home in the greater Houston area in 1992. They enjoy spending time with family and friends, traveling the world, and visiting Louisiana as tourists.

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