Profile image for Tim Davis, CFP®

Tim Davis, CFP®

Relationship Manager

Private Bank | Midwest

Office


Professional Summary

Tim Davis is a Relationship Manager and Director at SVB Private Bank with more than nine years of wealth planning, investment management, and banking experience. Tim is a Certified Financial Planner® providing estate planning, personal cash management, charitable objectives, and a variety of tailored lending solutions to investors, founders and executives at technology and life science companies. He also offers wealth planning through SVB Wealth Advisory.

Prior to joining Silicon Valley Bank, Tim was an Associate at Brown Brothers Harriman, & Co. where he helped the Relationship Managers in the wealth management practice to support financial planning and investment management objectives for high net worth individuals and families.

Tim earned a Bachelor’s degree with a double major in International Business and Spanish from Ohio Wesleyan University. He earned his MS in Commerce and Economic Development from Northeastern University.

Contact Information

The person named above is both a representative of Silicon Valley Bank as well as investment advisory and broker-dealer representative of SVB Wealth Advisory. SVB Wealth Advisory (member FINRA and SIPC; SEC-registered investment adviser) offers brokerage and investment management products and services, and is a wholly-owned, non-bank subsidiary of Silicon Valley Bank.

Investment products are offered by SVB Wealth Advisory and are:

Not FDIC Insured

Not Bank Guaranteed

May Lose Value