Trish Davies

About

I'm an insurance broker specializing in small to midsize employer group benefits, and insurance alternatives to statutory benefits for employers. I also work with individual and Medicare clients. In addition to being licensed for health, life, accident, annuities, and variable annuities in Maryland, Washington D.C. and Virginia, I hold series 7, 63, and 65 licenses (although I'm not currently using those). In 2026, I'll be expanding to add a flat fee financial planning and retirement plan consulting branch to my employer's existing business.