Finley Davis Private Wealth Employee Directory

Q: What is Finley Davis Private Wealth known for?

Finley Davis Private Wealth was founded in 1981. Finley Davis Private Wealth operates in the Financial Services industry.

Q: How many employees does Finley Davis Private Wealth have currently?

Finley Davis Private Wealth has approximately 10 employees.

Financial ServicesOregon, United States2-10 Employees

Finley Davis Private Wealth delivers high-touch service for complex financial needs.  Our purpose is clear: to elevate the financial outcomes of our clientele. We are dedicated to providing a total solution through our financial concierge service, addressing the unique challenges of managing significant wealth. By prioritizing a deep understanding of each client’s aspirations and legacy, we craft tailored strategies that transform complex financial scenarios into opportunities for wealth growth and preservation.

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Investment Advisory Services offered through RiskBridge Advisors, LLC d/b/a Finley Davis Private Wealth (“RiskBridge”) (RB) or Lion Street Advisors, LLC (LSA), registered investment advisers with the SEC. Registration does not imply a certain level of skill or training. Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC, through Finley Davis Financial Group, Inc. (FDFG). RB and FDFG are not affiliated with LSA or LSF.

LSF and LSA do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

Find Finley Davis Private Wealth employees' phone numbers or email addresses

Finley Davis Private Wealth Global Highlights

North America
24

United States Of America
24

Finley Davis Private Wealth's Leadership

N. Z.
Vice President And Wealth Advisor
Mobile Phone
Email
A. C. G.
Director Of Operations
Mobile Phone
Email
S. M.
Office Manager
Mobile Phone
Email
G. D.
Operations Manager
Mobile Phone
Email
K. D.
Office Manager
Mobile Phone
Email
L. C.
Retirement Plan Relationship Manager
Mobile Phone
Email
N. M.
Marketing Liaison/Client Relationship Manager
Mobile Phone
Email
S. G.
Account Relationship Manager
Mobile Phone
Email

Contact profiles from Finley Davis Private Wealth

Name

Title

Contact Info

Location

Last Update

N. R.
Customer Relationship Specialist
Mobile Phone
Email
United StatesFlorida
Oct 23, 2024
P. D.
Attorney
Mobile Phone
Email
UNITED STATES
Jul 16, 2025
T. D.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Mar 18, 2025

Frequently Asked Questions

What is Finley Davis Private Wealth known for?

Finley Davis Private Wealth was founded in 1981 operates in the Financial Services industry. The company's main headquarters is located in 2911 Tennyson Avenue, Suite 203; you can contact the main corporate office by phone at

+1-541-342-****

. Explore Finley Davis Private Wealth's company overview page for more information.

What is Finley Davis Private Wealth's most common email format?

Finley Davis Private Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Finley Davis Private Wealth email formats with LeadIQ.

How many employees does Finley Davis Private Wealth have currently?

Finley Davis Private Wealth has approximately 10 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Finley Davis Private Wealth's key employees and leadership?

As of December 2025, Finley Davis Private Wealth's key employees include:

Vice President And Wealth Advisor: N. Z.
Director Of Operations: A. C. G.
Office Manager: S. M.
Operations Manager: G. D.
Office Manager: K. D.

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