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CORINA DAVIS

Merrill Lynch

Meet Corina Davis:

Corina Davis is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Seattle, Washington. As the founder of The Davis Group, Corina purposefully built her team with the aim of providing business owners, corporate executives and multiple generations of families with the same high-quality wealth management that she would expect to receive as a client.

For more than two decades, Corina has brought empathy, humility, and technical insight to her relationships. Sensitive as well as seasoned, she places clients’ situations and aspirations at the core of her thoughtful and responsive process. With the belief that they deserve an uncommon level of personalized wealth management, Corina takes great satisfaction in her ability to help clients resolve problems, enhance clarity, simplify complexity, and identify needs they may not realize they have. Her passion stems from helping people circumvent pitfalls as they make steady progress toward their goals.

Corina began her financial services career at Bank of America Investment Services in 2000 and joined Merrill Lynch Wealth Management in 2003. Offering a refined skill set, Corina has attained a multitude of certifications in planning and retirement strategy, deepening her understanding of the key issues that clients may encounter. She continues to expand her knowledge base, completing professional education to stay apprised of the strategies and tactics that can potentially benefit her clients.

Corina is a CERTIFIED FINANCIAL PLANNERTM (CFP®) certificant. Additionally, she holds the Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA®), and Certified Plan Fiduciary Advisor (CPFA) designations. More important than the intellectual strength and knowledge that this education represents, the depth and breadth of her real-world experience helps Corina translate the complex principles of investing and finance into easily understood concepts.

Corina is honored to have received several industry accolades for her work throughout the years. She attributes this recognition to the deep commitment, capability, and dedication of her entire team:

  • Barron’s “Top 1200 Financial Advisors,” 2020-2023
  • Barron's "Top 100 Women Financial Advisor" 2021-2023
  • Forbes “America’s Top Women Wealth Advisors” 2017-2023
  • Forbes “Best-In-State Wealth Advisors,” 2018-2023
  • Forbes “Top Next-Generation Wealth Advisors” 2019
  • Working Mother/SHOOK Research’s “Top Wealth Advisor Moms,” 2017-2021

Corina is a proud graduate of the University of Washington with a Bachelor’s degree in business and communications. She and her husband reside in north Seattle with their children. In addition to playing tennis, running, and spending time with her family, Corina is generous with her time. She is an active member of Seattle Children’s Legacy Advisors and a board member of the Washington Wine Industry Foundation—an organization providing grants and educational opportunities to wine growers and vintners. Corina also enjoys mentoring and educating women. She currently volunteers with Bank of America’s women’s network, is a board member of Girl’s Inc.—creating educational programs to help girls learn to value their whole selves, and a Leader for her daughter’s Girl Scout Troop.

LinkedIn Corina Davis 

Davis Group 

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Meet Corina Davis:

Corina Davis is a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Seattle, Washington. As the founder of The Davis Group, Corina purposefully built her team with the aim of providing business owners, corporate executives and multiple generations of families with the same high-quality wealth management that she would expect to receive as a client.

For more than two decades, Corina has brought empathy, humility, and technical insight to her relationships. Sensitive as well as seasoned, she places clients’ situations and aspirations at the core of her thoughtful and responsive process. With the belief that they deserve an uncommon level of personalized wealth management, Corina takes great satisfaction in her ability to help clients resolve problems, enhance clarity, simplify complexity, and identify needs they may not realize they have. Her passion stems from helping people circumvent pitfalls as they make steady progress toward their goals.

Corina began her financial services career at Bank of America Investment Services in 2000 and joined Merrill Lynch Wealth Management in 2003. Offering a refined skill set, Corina has attained a multitude of certifications in planning and retirement strategy, deepening her understanding of the key issues that clients may encounter. She continues to expand her knowledge base, completing professional education to stay apprised of the strategies and tactics that can potentially benefit her clients.

Corina is a CERTIFIED FINANCIAL PLANNERTM (CFP®) certificant. Additionally, she holds the Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA®), and Certified Plan Fiduciary Advisor (CPFA) designations. More important than the intellectual strength and knowledge that this education represents, the depth and breadth of her real-world experience helps Corina translate the complex principles of investing and finance into easily understood concepts.

Corina is honored to have received several industry accolades for her work throughout the years. She attributes this recognition to the deep commitment, capability, and dedication of her entire team:

  • Barron’s “Top 1200 Financial Advisors,” 2020-2023
  • Barron's "Top 100 Women Financial Advisor" 2021-2023
  • Forbes “America’s Top Women Wealth Advisors” 2017-2023
  • Forbes “Best-In-State Wealth Advisors,” 2018-2023
  • Forbes “Top Next-Generation Wealth Advisors” 2019
  • Working Mother/SHOOK Research’s “Top Wealth Advisor Moms,” 2017-2021

Corina is a proud graduate of the University of Washington with a Bachelor’s degree in business and communications. She and her husband reside in north Seattle with their children. In addition to playing tennis, running, and spending time with her family, Corina is generous with her time. She is an active member of Seattle Children’s Legacy Advisors and a board member of the Washington Wine Industry Foundation—an organization providing grants and educational opportunities to wine growers and vintners. Corina also enjoys mentoring and educating women. She currently volunteers with Bank of America’s women’s network, is a board member of Girl’s Inc.—creating educational programs to help girls learn to value their whole selves, and a Leader for her daughter’s Girl Scout Troop.

LinkedIn Corina Davis 

Davis Group 

, hs_object_source_label=IMPORT, url_slug=corina-davis, lname=Davis, profile_image=https://6863690.fs1.hubspotusercontent-na1.net/hubfs/6863690/Corina-Davis-263x280.jpg, designations=[CEPA, CFP-2, CPFA, CPWA], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20JANUARY%202020/Proof-of-Attendance-EPI-CEPA-SanDiego-Jan-2020-Corina-Davis.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394682, hs_was_imported=true, state=Washington, id=2835543811, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Corina Davis, email=corina.l.davis@ml.com, associated_contact_record_id=2105302, website=, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20JANUARY%202020/1486_Davis_CEPA-Certificate_2020-JAN-SD.pdf, is_editable=editable, url_slug_2=corina-davis, full_name=Corina Davis, hs_lastmodifieddate=1702395563294, phone=+12064643535, company_name=Merrill Lynch, hs_object_id=2835543811, name=Corina, associated_resources=0, hs_object_source=IMPORT, hs_object_source_user_id=44511833, postal_code=98115, hs_updated_by_user_id=49327279, status=Published}
  • Advisor Type: Wealth Manager
  • Website:
    https://
  • Phone: +12064643535
  • Email:
    corina.l.davis@ml.com
  • City: Seattle
  • State: Washington
  • Postal Code: 98115
  • Country: United States
  • Designations: CEPA, CFP-2, CPFA, CPWA

CORINA DAVIS

Merrill Lynch
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