Patricia Davis, CFP®, CLU®, ChFC®, CASL®

Financial Advisor
Patricia Davis

Office: 610-254-5052

150 N Radnor Chester Rd
Ste B-102
Radnor, PA 19087-5254

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Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

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You know what you want in life. What you may not know is what challenges may arise along the way. When it comes to financial security, planning for what life may bring is the first step.

Choosing someone who has the ability and resources to help address those needs is the next step. Patty Davis is a financial advisor who takes the time to understand your unique desires and goals. It's Patty's job to learn about your accomplishments, your dreams, and the challenges that lie ahead in order to strategically address any gaps in your financial plan.

Through a comprehensive assessment of your current situation, Patty helps you prioritize your goals, and develop a workable strategy with clear action steps and timetables.

And throughout your lifetime, Patty Davis will help you understand what you need to plan for and protect. You can feel confident that your financial future will be more secure.

Domestic Partnership Issues
If you're in a long-term relationship, you and your partner or significant other likely have shared goals and fiscal responsibilities. Yet, unmarried couples don't have the same benefits and legal protections automatically granted to married spouses.

Patty Davis  understands the financial hurdles that domestic partners face from interwoven finances and joint assets to fewer rights for federal, state and employer benefits. Along with legal and tax professionals, Patty can help you protect what you value most and recommend solutions to bridge the gaps and meet your long-term financial goals.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Patricia G. Davis.

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My Mission

Patty's mission is to help you achieve financial security for your family or business. Patty will work with you to help identify your financial goals, and suggest a strategy to help you reach those goals . Patty can then help you implement the plan through products and services of Northwestern Mutual and affiliates.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Patty.


Northwestern Mutual

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.