Dallas-Maple Avenue, Texas Office

3500 Maple Avenue
Suite 1160
Dallas, TX 75219

Phone: (214) 754-0770

Fax: (214) 754-0771

Amy Davis

Amy Davis

Senior Client Relationship Associate

Dallas-Crescent Court, Texas

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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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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