Joel M. Davis, CFP^®, MSFP

Portfolio Manager

Joel M. Davis is a Portfolio Manager at Meyer Capital Group. His responsibilities include establishing, implementing, and monitoring customized investment portfolio strategies based on client’s financial objectives and risk tolerances. Joel also serves on Meyer Capital Group’s Investment Committee.

Joel has more than a decade of experience in the financial services industry. Prior to joining Meyer Capital Group, Joel held a variety of banking, investment, and financial planning positions with national and local firms. He is a CERTIFIED FINANCIAL PLANNER^™, and he is a member of the Financial Planning Association, Philadelphia Tri-State Area Chapter. He also holds his FINRA Series 65 license. Joel earned his Master of Science in Financial Planning from the University of Georgia, and a Bachelor of Arts in Political Science from the University of Minnesota.

Joel and his family have resided in Cherry Hill, NJ since 2016. He is a native of Iowa and has also lived in Minnesota and Colorado. Outside the office, Joel enjoys spending quality time with his wife Katie, and kids Teddy and Josie, as well as golfing, traveling, and working out at the gym.