Dallas-Maple Avenue, Texas Office

3500 Maple Avenue
Suite 1160
Dallas, TX 75219

Phone: (214) 754-0770

Fax: (214) 754-0771

Meet Our Team

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.

WE KEEP YOU INFORMED

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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