Gavin Kingsley Davis

Employer firm

Beaumont Financial Partners CRD 322925

$3.76B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CREDIT AND CASH MANAGEMENT SOLUTIONS; AND INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2021 → 10/2023
  Beaumont Financial Partners, Llc
  Needham, MA
• 10/2023 → Present
  Beaumont Financial Advisors, Llc
  Needham, MA
• 06/2019 → 10/2021
  Brede Investment Management
  Needham, MA
• 01/2019 → 06/2019
  Commonwealth Of Massachusetts Office Of Admin And Finance
  Boston, MA
• 05/2017 → 01/2019
  Campaign For Charlie Baker For Governor 2018
  Boston, MA
• 01/2015 → 01/2017
  Brede Investment Management
  Needham, MA
• 08/2013 → 05/2017
  St. Lawrence University
  Canton, NY

Designations

• Chartered Financial Analyst