Patty Davidson - Chairman, Partner

Patty Davidson

ABOUT PATTY

"I enjoy building a personal relationship with my clients."

Patty Davidson is Chairman and a Partner of World Trend Financial. Since joining World Trend Financial in 1991, Patty’s areas of expertise have included financial and retirement planning, eldercare planning, estate & wealth transfer planning and asset management. As an Investment Advisor, Patty listens to her clients to learn of their financial needs and goals and then review their options together using her objective, unbiased advice. Davidson joined Terry, Lockridge & Dunn in 1987 and moved to World Trend Financial at its inception.

Davidson is a Financial Industry Regulatory Authority (FINRA) registered principal and holds the following licenses: Series 6, 22, 26, 39, 51, 63, and 65.

She has a daughter Amy, son-in-law Ryan, and four grandchildren, Raelynne, Payton, Macey, and Maddy. Patty enjoys reading, scrapbooking, spending time with family, and volunteer work. She is a member of Blessed John the XXIII Church and actively participates and supports its ministry.

CONTACT PATTY

(319) 364-3041

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