Patti is instrumental in managing client service operations for Murray Anderson Wealth Management. She interacts closely with clients on a daily basis and handles the opening of new accounts and operational requests. Patti has been working in the financial services industry for 22 years. Prior to joining Davenport & Company in 2009, she worked at Legg Mason/Citi Smith Barney.
Patti earned a B.A. in English Literature from Belmont Abbey College – Sacred Heart Campus in North Carolina. Active in the community, she has volunteered as a patient and family volunteer with Hospice of Greensboro and with Triad Health Project. In her free time, Patti enjoys spending time with family, traveling, antiquing, gardening and reading.