CoverProfile

Paula P. (Pond) Davis

Managing Director, Dallas; Partner

True North Advisors

United States, Texas, Dallas

About Me

As Partner and Managing Director of Dallas with True North, Paula is responsible for oversight of the Wealth Management and Wealth Planning teams. She spends much of her time focused on driving industry-high client satisfaction levels, creating efficiencies in core process execution, and serving as project manager for various company-wide strategic initiatives. Her primary goal is to consistently deliver an exceptional service experience for our clients.

Profile Information

Managing Director, Dallas; Partner

True North Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Dallas

Texas

United States

May 16, 2024

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