The Davidson Group

New York, NY

“Trusted advisors providing customized investment solutions with efficiency.”

Welcome

Experience matters. We have the kind of experience with international and domestic clients that gives a perspective few financial advisors in the industry can match. Our investment approach is customized to help clients address their unique concerns and goals. We know the right questions to ask, offer access to a network of specialists and research, and can create a framework designed to help optimize short and long-term goals. Wealth management is an ongoing process. As we focus on you today and help you identify your goals for tomorrow, we will be by your side throughout life’s ups, downs, triumphs, and transitions.

Our Team

Matthew Davidson
Partner, Director

Matthew is a Partner and Director of the Davidson Group in Snowden Lane Partner’s New York office. Matthew joined Snowden Lane from Raymond James and holds Series 7, 9, 63 ,65 registration as well as life/accident/health Insurance license.

He is a determined individual who understands the importance of servicing his client’s unique financial needs. Building on his experience from Raymond James and Merrill Lynch, Matthew developed a specialization in providing comprehensive Wealth Management Services including equity and bond portfolio management, cash flow planning, and retirement planning for high net worth international and domestic clients. Matthew’s inspiration comes from a long line of family members who are and have been in the financial services industry spanning two previous generations.

Contact

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The Davidson Group

New York

540 Madison Ave
9th Floor
New York, NY 10022
(646) 442-2001

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