Paula P. Davis
Managing Director, Dallas; Partner
As Partner and Managing Director of Dallas with True North, Paula is responsible for oversight of the Wealth Management and Wealth Planning teams. She spends much of her time focused on driving industry-high client satisfaction levels, creating efficiencies in core process execution, and serving as project manager for various company-wide strategic initiatives. Her primary goal is to consistently deliver an exceptional service experience for our clients.
Since joining the firm in 2005, Paula has worn many different hats, including supervision of Operations, Human Resources, Sales and Marketing, Compliance, and Accounting. Before True North, Paula served as Director for a Dallas-based restaurant group where she played an integral role in the company’s national expansion and eventual acquisition.
Paula successfully completed the Schwab Executive Leadership Program in 2018, which is a one-year program of personal and professional growth designed to prepare leaders to manage and grow RIA firms. The program combines premier academic curricula and faculty from some of the nation’s top graduate schools, one-on-one executive coaching, and the deep industry experience of Schwab Advisor Services.
The firm’s mission is Fulfilling Lives™, and Paula supports this by investing in her team’s growth and development, pursuing excellence in the quality of services we deliver, and constantly seeking new ways to innovate and scale the firm’s offering.
Paula graduated from Stephen F. Austin State University with a BBA in Finance and Economics. She has a certificate of graduate studies from the Dallas Theological Seminary. Her hobbies include traveling, good wine, working out, and studying the Bible.