Roger is a wealth manager for successful families and individuals, speaker, and author of Wall Street’s Just Not That Into You: An Insider’s Guide to Protecting and Growing Wealth (Bibliomotion, 2015). He is CEO of Woodridge Wealth Management, LLC (WWM) and runs the operations of Woodridge Equity Partners, LP.
Prior to the formation of WWM and its predecessors, he was Senior Vice President at UBS Financial Services. From 1996 to 2000 he was a limited partner at J.C. Bradford & Co. where he served as a member of the senior advisory council. Davis has worked as a financial advisor since 1992, beginning his career at Dean Witter Reynolds in Jackson, Mississippi.
Roger’s experience is broad, ranging from the completion of a $50,000,000 private bond offering to managing endowment assets for a large southeastern seminary. He has served as an advisor to Deposit Guaranty National Bank and later its successor, First American National Bank. The combined banks had more than $4 billion in fixed-income assets and are now a part of Regions Financial Corp. In addition to his experience managing money and executing large transactions, Roger has practical business experience as a board member and shareholder for several successful private companies. He has served numerous non-profits as a board member and is currently a member of the board of directors for the Santa Monica Rotary Club. Roger received a Bachelor’s Degree from the University of Mississippi in 1991 and lives in Los Angeles CA with his wife and two children.
Marysol is a marketing and operations specialist with over 10 years experience in the banking, insurance and investments industry and is responsible for all marketing efforts for the firm.
Prior to joining WWM, Marysol was a Registered Client Associate at Alamo Capital and The Sterling Group, boutique advisory firms where she led the marketing and client on-boarding experience for several registered investment advisors. She began her career in banking and investments at Citigroup in Northern California in 2005, first as a personal banker at Citibank and eventually becoming a fully FINRA licensed Assistant Operations Manager at Smith Barney in Berkeley, CA (now Morgan Stanley Smith Barney).
Ava Lawrence is a senior service assistant with Woodridge Wealth Management, LLC. Prior to the formation of Woodridge, she was a senior client service assistant at UBS Financial Services, Inc. She began her career in the Investment Industry with Morgan Stanley Dean Witter in 1992. Her duties include client services, communication and information management.