Mary Davis — Bitcoin & Digital Asset Financial Advisor
Director, Financial Planning
About Mary Davis
Mary Davis is a trusted Bitcoin and digital asset financial advisor serving clients in Mclean, VA. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Mary helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.
Mary Davis is the Director of Financial Planning at Edelman Financial Engines, where she has dedicated her career to helping clients achieve their financial goals since 1994. With a strong commitment to building lasting relationships, Mary takes pride in providing her clients and their families with peace of mind as they navigate their financial journeys. Her extensive experience in the industry has equipped her with the expertise to offer tailored financial strategies that align with her clients’ unique aspirations.
Throughout her career, Mary has cultivated a reputation for her thoughtful approach and unwavering dedication to client success. She believes that effective financial planning goes beyond numbers; it’s about understanding each client’s individual story and helping them envision a prosperous future. This philosophy not only enhances her clients’ financial well-being but also fosters meaningful connections that last a lifetime.
Outside of her professional pursuits, Mary enjoys traveling with family and friends, immersing herself in the beauty of art, and attending musical events and shows. Her diverse interests reflect her vibrant personality and commitment to living a balanced life.
Credentials & Licenses
Why You Can Trust Mary
Verified credentials and professional qualifications
Licensed and certified to provide financial advisory services
40+ Years Experience in financial advisory and wealth management
Acts as a fiduciary, legally obligated to put your interests first
Serving clients in Mclean, VA and surrounding areas
Edelman Financial Engines
Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.
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Important Disclaimer: Mary Davis is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.