Abigail Davis
Client Relationship Manager, Holbrook Wealth Strategies Registered Client Service Associate, RJFSAbby supports Eric in his service to clients, completing various instrumental administrative tasks to ensure that clients have a smooth experience. She completes money movement requests, answers client calls, opens accounts and deposits checks. Abby uses her organizational skills and attention to detail to foster a comfortable, personable environment for clients when they visit the office.
Abby is also a knowledgeable professional with varied experience. A graduate of Utah State University in Logan, Utah with a bachelor’s degree in kinesiology, she also holds the Series 7 and 63 financial licenses. Abby was a client associate with D.A. Davidson prior to joining Raymond James, as well as a customer relationship advocate and a retirement representative with Fidelity Investments. Before her career in financial services, Abby worked in a physical therapy clinic, greeting patients and helping them reach their physical goals. These roles gave Abby hands-on experience working with people, supporting their efforts and encouraging them.
Outside of the office, Abby enjoys outdoor activities like running and skiing, and spending time with her husband, Drew and their dog.