Financial Advisor at Northwestern Mutual Financial Network
Greater Philadelphia Area
- Current
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- Financial Advisor at Northwestern Mutual Financial Network
- Past
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- AVP - Financial Planning Manager at The Pioneer Group, Inc.
- Education
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- Saint Leo University
- Connections
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55
connections
- Industry
- Financial Services
- Websites
Patricia Davis’s Summary
Patty Davis is a Financial Advisor with the Northwestern Mutual Financial Network. The Network's mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. She uses a four-step approach in working with her clients to understand complex financial issues, and how they can affect life goals — whether a client is working to achieve current financial success, or to protect and preserve assets over the long-term. For additional information, call Patty Davis at (610)254-5052 or visit her Web site at http://www.nmfn.com/patriciadavis
Patricia Davis’s Specialties:
To learn about my specialties, visit my web site at www.nmfn.com/patriciadavis
Patricia Davis’s Experience
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Financial Advisor
Northwestern Mutual Financial Network
(Privately Held; Financial Services industry)
February 2001 — Present (8 years 11 months)
Patty Davis helps individuals achieve a more secure future for themselves, their families, and businesses by providing a wide range of products and services to address their needs and goals. She can also work with clients in creating a financial plan that will serve their needs over time. Please let Patty know how she might be able to help you realize your vision for the future.
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AVP - Financial Planning Manager
The Pioneer Group, Inc.
(Public Company; 501-1000 employees; PIOG; Financial Services industry)
December 1986 — December 2000 (14 years 1 month)
Management and analysis of Company’s consolidated planning, budgeting and forecasting processes. Evaluation of new business opportunities.
Patricia Davis’s Education
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Saint Leo University
BA , Accounting , 1982 — 1985
- Activities and Societies:
- Student Government Association
Accounting Club
Cross Country Team - Sunshine State All Conference
Alpha Sigma Sorority
Patricia Davis’s Contact Settings
Interested In:
- job inquiries
- expertise requests
- business deals
- reference requests
- getting back in touch
