Amy Davis
Senior Client Relationship Associate
Dallas-Maple Avenue, Texas
Senior Client Relationship Associate
Dallas-Maple Avenue, Texas
Amy Davis joined EP Wealth Advisors as a Senior Client Relationship Associate with over 30 years of experience in the financial services industry.
She works directly with clients on opening new accounts, asset transfers, charitable gifting, and ongoing account maintenance and service, also assisting with client meetings and dealing with custodians.
When Amy isn’t helping clients towards success, she enjoys spending her free time with family.
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