Troy Davidson
Wealth Advisor at
Ballast Rock Private Wealth
Years of Experience
20 years
Number of Clients
50
Average Client Size
$5,000,000
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
For two decades I have helped manage wealth for individuals, families, and business owners as a fiduciary by building deep, long-term relationships, and guiding clients through all stages of their financial lives
Clientele
I work with HNW and UNHW clients typically between ages 35-75. We specialize in wealth management, estate planning, tax planning, alternative investments, Private Placement Life Insurance, portfolio management, tax minimization strategies, and detailed financial planning. We work with business owners, tech executives, family offices, doctors, lawyers, high income earners, and professional athletes
Services Provided
Tax Planning
Investment Management
Retirement Planning
Financial Planning
Specialties and Expertise
Credentials and Designations
Certified Wealth Strategist®
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Certified Private Wealth Advisor®
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Master of Business Administration
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Pricing Models
Education
San Diego State University
MBA Finance
Obtained in 2008
San Diego State University
BS Business Administration
Obtained in 2005
Previous Work Experience
Charles Schwab
VP Financial Consultant
2018 - 2025
Fidelity Investments
VP Financial Consultant
2012 - 2018
Merrill Lynch
Financial Advisor
2009 - 2012
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
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