Thomas "Matt" Davis in

Thomas "Matt" Davis

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Financial Adviser at Eagle Strategies, LLC
📍 Dallas, Texas, United States

Thomas "Matt" Davis is a Partner and Financial Adviser at Maus and Associates in Dallas, TX. He specializes in creating actionable wealth planning strategies for families and business owners, helping them build a firm financial foundation. He is also a Financial Adviser with Eagle Strategies and a Registered Representative for NYLIFE Securities.

He is a Partner at Maus and Associates, a firm that helps high-net-worth families align their wealth with their values.

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Experience
13 Years
Current Role
Financial Adviser
Job Level
Junior
Location
Dallas, Texas, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Thomas cares about

Wealth & Values Alignment
His firm, Maus and Associates, specializes in helping successful people align their wealth with their personal values and life goals.
Business Owner Strategies
He focuses on partnering with business owners to create effective financial strategies that protect their assets and allow them to enjoy their success.
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Career

Work history

6-2014
Financial Adviser
Eagle Strategies, LLC
4-2013
Registered Representative
NYLIFE Securities LLC
2-2013
Associate
Maus and Associates
2-2013
Licensed Agent
New York Life Insurance Company
In the press

Media appearances

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Education
1997 - 2002
Education details unavailable
Baylor University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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