Analyst. Investor. Marketer. Entrepreneur.
You want him on your team.

Jose Davila is a strategic visionary.

With his unique knowledge in finance, marketing, psychology and entrepreneurship, Jose Davila makes things happen. As an entrepreneur, leader, and self-starter at heart, he drives teams and individuals to perform, exceed, and stand out from the rest.

Agile Analyst

Armed with his Series 65, Jose is ready to take on the world of investments for himself, and clients. Using both traditional FA as well as adding his own brand of tech-focused analysis, this strategic lens allows him to approach to finance in a forward-thinking way.

Solutions Architect

With the mind of an engineer and the touch of an artist, Jose designs unique solutions for organizations and clients. His drive to find answers and provide unique insight brings synergy and focused productivity to teams of all sizes.

Marketing Maestro

With over 5 years of online marketing experience, Jose is adept at synthesizing cutting-edge ideas into real world advantages. His people-first approach allows him to deeply connect with target audiences and develop strong brand resonance.

Let’s Talk Fit

See how Jose aligns within your team by browsing his results in common personality and work style assessments.



Myers Briggs


Predictive Index