Troy Davidson Joins Ballast Rock Private Wealth as a Wealth Advisor
Troy Davidson Joins Ballast Rock Private Wealth as a Wealth Advisor
CHARLESTON, S.C., April 10, 2025 - Ballast Rock Private Wealth (“BRPW”), the independently run registered investment advisor that provides holistic financial advice to accredited high-net-worth individuals, today announced that Troy Davidson has joined the firm as a Wealth Advisor, with a focus on serving high- and ultra-high-net-worth clients.
At BRPW, Davidson will work closely with clients to provide for their holistic financial needs, including complex estate planning, tax minimization, and wealth management as viewed through a multi-generational prism.
“Troy is a highly experienced financial advisor who will play an important role in helping us build the ultra-wealth side of our business,” said BRPW CEO Andrew Mescon. “We feel fortunate to bring on Troy, who has nearly two decades of experience and a long career ahead of him. Additionally, Troy is a strong leader and mentor who can help advise the larger team on how to cater to clients with a diverse array of financial needs and pain points.”
Most recently, Davidson was a Vice President Financial Consultant at Charles Schwab, where he managed more than 300 household relationships valued at more than $1.6 billion, including $480 million in assets under management. In that role, he earned a Key Contributor Award—for being in the top 20% in the company—five consecutive years, and was a Chairman’s Circle recipient, for being in the top 10% of the company, in 2021.
His previous experience includes having served as a Vice President Financial Consultant at Fidelity Investments and as a Wealth Management Advisor at Merrill Lynch.
“It’s exciting to join a team with so much growth potential,” Davidson said. “I’m impressed by everyone at Ballast Rock Private Wealth, and I look forward to being a part of this stellar community and helping to build a bright future for both the company and our clients.”
Davidson is a Chartered Wealth Strategist and a Certified Private Wealth Advisor. He holds an MBA and bachelor’s degree from San Diego State University.
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About Ballast Rock Private Wealth:
Ballast Rock Private Wealth is an independent Registered Investment Advisor that provides holistic financial advice to accredited high-net-worth individuals. The firm, formed in 2022 by investment management firm Ballast Rock, focuses on offering objective, unbiased guidance with an enhanced focus on alternative investments.
About Ballast Rock
Ballast Rock is an integrated investment management company specializing in delivering risk-adjusted returns, accurate, and timely advice, high quality frequent reporting, and direct access to management. Ballast Rock operates Ballast Rock Asset Management, Ballast Rock Private Wealth, and Ballast Rock Capital. Ballast Rock Asset Management comprises Ballast Rock Real Estate, which includes the firm’s Sunbelt multifamily real estate funds, and Ballast Rock Ventures, comprising venture capital and private equity teams. Ballast Rock Private Wealth is a registered investment advisor, with a focus on alternative strategies. Ballast Rock Capital (member FINRA/SIPC) is an SEC-registered broker-dealer. Ballast Rock is committed to being a driver of positive change. The diversity of our team members brings valuable new perspectives to our industry for the benefit of our stakeholders and the broader community.
Investment Disclosure
The information contained in this press release has been prepared by Ballast Rock Holdings LLC (“Ballast Rock”) without reference to any particular reader’s investment requirements or financial situation. Potential investors are encouraged to consult with professional tax, legal, and financial advisors before making any investment into a private offering of securities. An investment in private securities would be speculative and would involve a high degree of risk. Investors must be prepared to bear the economic risk of such an investment for an indefinite period of time and be able to withstand a total loss of their investment. Please consider carefully the investment objectives, risks, transaction costs, and other expenses related to an investment prior to deciding to invest. Ballast Rock Capital LLC (“BRC”), MEMBER: FINRA / SIPC. BRC’s registered head office is 460 King Street, Suite 200, Charleston, SC, 29403. Tel: 800-204-2513. To check background information about BRC and its representatives, visit FINRA’s BrokerCheck. Please see important disclosure information in our Form CRS.