Matthew Davis

Associate Financial Advisor with the practice of Kelly Mark Williams

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Matthew Davis Ameriprise Financial Advisor
Office location
110 James St
Ste 105
Edmonds, WA 98020

Team Information


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(425) 640-8630
matthew.d.davis@ampf.com

I help my clients achieve their financial objectives through a long-term relationship based on personalized, knowledgeable advice.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.


Areas of Focus
  • Family Planning/Family Changes
  • Estate Planning Strategies
  • Employee Stock Options
  • Domestic Partner Planning
  • Women's Financial Strategies
  • Investment Advice
Community Service & Personal Interests
  • Seattle Frontrunners, Treasurer
  • Out and Equal Seattle, Steering Committee
Office Hours
  • Monday: 8:00 a.m. - 5:00 p.m.
  • Tuesday: 8:00 a.m. - 5:00 p.m.
  • Wednesday: 8:00 p.m. - 5:00 p.m.
  • Thursday: 8:00 p.m. - 5:00 p.m.
  • Friday: 8:00 a.m. - 5:00 p.m.
  • Saturday: By Appointment
  • Sunday: Closed
The Team

Kelly Mark Williams
Financial Advisor
kelly.m.williams@ampf.com

110 James St
Ste 105
Edmonds, WA 98020

425-640-8637

  • I am licensed and registered to conduct business in WA.
  • Based on licenses and registrations I hold, I may also conduct certain business in CA