Team

Matt Davis, CFP®

Partner, Senior Wealth Advisor

Matt Davis is a Partner and Senior Wealth Advisor at Quotient Wealth Partners, where he specializes in crafting tailored financial strategies that align with his clients’ unique aspirations and financial circumstances. With 12 years of experience gained at major wirehouses, Matt brings a wealth of expertise to the table. He holds a Bachelor of Science in Personal Financial Planning with a concentration in tax planning from Texas Tech University.

As a registered CERTIFIED FINANCIAL PLANNER™, Matt excels in helping families navigate their finances as well as building bridges between generations through legacy-focused planning and financial education. He is deeply committed to his clients and the level of service and care he provides is reflected in his work—from ongoing strategic reviews, during which he systematically reassesses their employment circumstances, tax planning strategies, investment allocations, insurance provisions, estate arrangements to continually ensuring their financial plans remain aligned with their evolving objectives.

Outside of the office, Matt is a devoted family man, sharing his life with his wife Andrea and their three sons, in the vibrant Spring Branch area of Houston. Additionally, Matt's dedication to the field of financial planning is evident in his past involvement on the board of the Financial Planners Association's NexGen group and mentorship to future advisors.

CFP® – Certified Financial Planner

The CFP® certification is a financial planning credential awarded by the Certified Financial Planner Board of Standards Inc. (the “CFP Board”) to individuals who meet its education, examination, experience and ethics requirements.  Eligible candidates are generally required to have three years of financial planning related experience and possess a bachelor’s degree from an accredited U.S. college or university. Certificants are further required to complete a CFP Board-Registered Education Program (or possess a qualifying professional credential), clear a personal and professional background check, and pass the CFP Certification Examination, a ten-hour multiple choice exam divided into three separate sessions.  In order to maintain the certification, CFP designees must also complete at least 30 hours of continuing education every two years on an ongoing basis.

Quotient Wealth Partners, LLC (“QWP”) is an SEC-registered investment adviser. Registration does not imply a specific level of skill or training. QWP’s website is for informational purposes only and should not be viewed as a solicitation, transaction offer, personalized investment advice, nor tax or legal advice. Statements about future possibilities are aspirational and not guaranteed. Investing involves risks, including the loss of principal. Past performance does not predict future results.

For details on QWP’s services, business operations, and fees, refer to our Form ADV available upon request or through the SEC’s Investment Adviser Public Disclosure website. Information from unaffiliated third parties is provided for convenience only and may not be accurate or complete. For important disclaimer information click here.