Matthew Davidson Partner, DirectorMatthew 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.
The Davidson Group
New York, NY