Financial Advisor, Merrill Lynch

Davis Aldana

Financial Advisor


3010 OLD RANCH PARKWAY
Floor 01

SEAL BEACH, CA 90740-2750

Phone: (562) 4931349
Email:

Directions to Branch

PROFESSIONAL PROFILE

A life driven by passion. That is the best way to describe the life of Davis Aldana. At the age of 4 he developed a love for the ocean and fishing. By the age of 11 Davis was working on sportfishing boats and eventually earned the USCG 100 Gross Ton Master Ocean Operator Captain’s License. He developed his work ethic, client service skills, and a genuine passion for people while on the sportfishing boats. With over 14 years in the sportfishing industry Davis felt it was time for a new chapter and decided on pursuing education. While still working full time in sportfishing Davis earned a Bachelor of Arts, a Master of Business Administration, and the President’s List designation from CSU, Long Beach.

After earning his MBA, in 2007 Davis started his career as a Financial Advisor at UBS Financial Services but was drawn to Merrill Lynch by the global resources available to his clients, the reputation of being the top brokerage in the world, and the Merrill Lynch Wealth Management Process. Now Davis’ passion is using his natural abilities, the skills he developed, and his personal client service process to build relationships with his clients around the foundation that is the Merrill Lynch Wealth Management Process.

Davis currently lives in Long Beach, California and enjoys traveling, diving, fishing, CrossFit, hockey, and spending time with his family and friends.

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Davis Aldana is registered to do business in:CA, OH, VA, WA

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