Ballast Rock Private Wealth (“BRPW”), the independently run registered investment advisor that provides holistic financial advice to accredited high-net-worth individuals, today announced that Troy Davidson has joined the firm as a Wealth Advisor, with a focus on serving high- and ultra-high-net-worth clients.

At BRPW, Davidson will work closely with clients to provide for their holistic financial needs, including complex estate planning, tax minimization, and wealth management as viewed through a multi-generational prism.

“Troy is a highly experienced financial advisor who will play an important role in helping us build the ultra-wealth side of our business,” said BRPW CEO Andrew Mescon. “We feel fortunate to bring on Troy, who has nearly two decades of experience and a long career ahead of him. Additionally, Troy is a strong leader and mentor who can help advise the larger team on how to cater to clients with a diverse array of financial needs and pain points.”

Most recently, Davidson was a Vice President Financial Consultant at Charles Schwab, where he managed more than 300 household relationships valued at more than $1.6 billion, including $480 million in assets under management. In that role, he earned a Key Contributor Award—for being in the top 20% in the company—five consecutive years, and was a Chairman’s Circle recipient, for being in the top 10% of the company, in 2021.

His previous experience includes having served as a Vice President Financial Consultant at Fidelity Investments and as a Wealth Management Advisor at Merrill Lynch.

“It’s exciting to join a team with so much growth potential,” Davidson said. “I’m impressed by everyone at Ballast Rock Private Wealth, and I look forward to being a part of this stellar community and helping to build a bright future for both the company and our clients.”

Davidson is a Chartered Wealth Strategist and a Certified Private Wealth Advisor. He holds an MBA and bachelor’s degree from San Diego State University.

About Ballast Rock Private Wealth

Ballast Rock Private Wealth is an independent Registered Investment Advisor that provides holistic financial advice to accredited high-net-worth individuals. The firm, formed in 2022 by investment management firm Ballast Rock, focuses on offering objective, unbiased guidance with an enhanced focus on alternative investments.

For Ballast Rock Private Wealth

press@ballastrock.com

https://www.ballastrockpw.com/

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