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).
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.