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.

Wealth Management Professionals

Client Strategies Team

With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.


Liz Jacovino, CFP®, CTFA

Wealth Strategist


Tom Nagle

Trust Consultant


David Brown

Wealth Planning Consultant