Broker Check
Trish Davies

Trish Davies

Financial Advisor, President

Trish Davies went to undergrad at Salisbury University and has an MBA from Frostburg State University. Before transitioning to financial services after grad school, she spent several years working in human resources. During these early years of her career, Trish developed a strong interest in personal finance and employer sponsored retirement plans. When the opportunity came to work in her family's accounting firm after getting her MBA, she took it and eventually took over a book of business that allowed her to branch out on her own. Her understanding of the perspectives HR and Finance make her a valuable resource for businesses in need of qualified retirement plan services. On the individual side of her practice, Trish enjoys working with other women, young couples and families, and single parent households to serve their goals. 

Trish lives in Frederick, Maryland with her husband Tom, daughter Evie, and their dog Samantha. Outside of the office she enjoys a variety of audio books, podcasts about comics, baking decadent chocolate chip cookies, knitting, and playing board games.

Trish Davies is a Registered Representative of LPL Financial, member FINRA, SIPC. LPL is under separate ownership from any other named entity.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Maryland Financial Group, Inc., a registered investment adviser. Maryland Financial Group, Inc., Almacy Investments, and Financial Advocacy Network are separate entities from LPL Financial.