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Patty Davidson

Name: Patty Davidson
Position: Chairman, Partner
Email: pdavidson@tld-inc.com
Phone: (319) 364-3041





Areas of Expertise:
- Financial & retirement planning

- Eldercare planning

- Estate & wealth transfer planning

- Asset management
Education/Experience:
- Joined Terry Lockridge & Dunn in 1987

- Joined World Trend Financial in 1991

- 16 years of accounting experience prior to joining World Trend Financial

- FINRA Certification

- Series 6, 22, 26, 39, 51, 63, 65
Affiliations, Community Involvement & Interests:
- Professional Women’s Network

- Patty and her husband Pat have a daughter Amy, son-in-law Ryan and 4 grandchildren: Raelynne, Payton, Macey and Maddy. She enjoys reading, scrapbooking, spending time with family and volunteer work.

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