Truett Davis
Associate Wealth Advisor

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As an Associate Wealth Advisor in Beacon Pointe’s downtown Denver office, Truett is responsible for partnering with the firm’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. His duties include investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Truett worked as a medical device sales consultant in Vail, CO where he worked with orthopedic trauma surgeons. He decided to make a career pivot after finding a passion for investing, financial planning, and helping people make sense of their complex financial journeys. Born and raised in Denver, CO, Truett graduated with distinction from Colorado College with a bachelor’s degree in History and was a member of the lacrosse team. He currently holds his Series 65 license and is actively pursuing his Certified Financial Planner™ (CFP®) designation. Outside of the office, Truett loves spending time in the mountains with his family and friends and is an avid fly fisherman and skier.

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