MERRILL DAVIS

CLIENT SERVICE SPECIALIST

As a Client Service Specialist at Parkshore Wealth Management, Merrill Davis assists advisors with every aspect of client service. He helps coordinate meetings, manages client communications, and supports the ongoing maintenance of portfolios in alignment with advisor-assigned models. Merrill enjoys working with clients because he can see firsthand when the financial strategies that clients build with the Parkshore team come together, making their dreams and goals a reality.

Merrill is pursuing a Bachelor of Science in Finance at Brigham Young University’s Marriott School of Business and plans to attain both the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Analyst® (CFA) certifications. His enthusiasm for finance began at a young age and deepened through personal investing. Combined with a background in teaching as a professional ski instructor, this experience led him to the perfect fit in wealth management, where he enjoys educating clients and helping them reach their goals.

Outside the office, Merrill lives in Folsom with his wife, Kira. He’s an avid downhill skier, mountain biker, and weightlifter. A licensed powered-parachute pilot, Merrill regularly flies with his grandfather and took his wife flying for their first date. He’s also been active in the community, volunteering as a mentor with Junior Achievement USA in Orem, a scribe with the University Accessibility Center in Provo, and a full-time representative for The Church of Jesus Christ of Latter-day Saints in Washington and Mexico.

Education and Certifications

• Bachelor of Science, Finance, Brigham Young University, Provo (Expected 2026)

Contact MeRrill

Phone: (916) 797-3007
Email: invest@parkshorewealth.com