Patty Davidson

Senior Investment Associate


Patty has partnered with Amy since 1990. She specializes in solutions-driven client service. Patty manages client relationships and is the point of contact for all administrative issues including new accounts, electronic banking, online access and cash management. She is a problem solver and service provider for all clients. Patty received the RBC Award of Excellence in 2014. The award recognizes employees who make an exceptional contribution in their position. The recipients consistently far exceed expectations, and go above and beyond normal responsibilities and accountabilities Patty currently holds Series 7 and 66 securities licenses. 

Patty grew up in Southern California and moved to the D.C. area in 1990. She lives in Northern Virginia with her husband and daughter.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Wealth Strategist


Trust Consultant


Wealth Planning Consultant