Let me help you grow more than wealth

Value statement

Greg specializes in wealth management for high net worth individuals, business owners, and their families. Utilizing his strong technical background and thorough product knowledge he creates, manages, and monitors investment portfolios tailored to his client’s needs. He customizes wealth management plans based on the individual’s risk tolerance, investment goals, and time horizon.

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Meet Greg

"It is what you learn after you know it all that counts."

- Legendary Basketball Coach John Wooden

Learn more about Greg and his practice.

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Disclosures

Greg Davidson is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, MA, MD, MI, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TX, VA. California Insurance License # 0D22129.

Greg Davidson, NMLS # 2442187 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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