Advisor Profile

Lianna Davidson

Senior Associate, Wealth Management

Lianna Davidson is a Senior Associate, Wealth Management at Choreo, working out of the Columbia office.  She earned her Bachelor’s degree in Kinesiology from the University of Maryland, College Park, and began her career in client service in 2016 as a Program Assistant for the Osher Lifelong Learning Institute at John Hopkins University.  In this role, Lianna discovered her passion for working closely with individuals and helping them achieve their goals, inspiring her to pursue a career with more opportunities for growth.

In 2019, Lianna joined Biegel and Waller where she worked in client service.  Over the years, she has grown with the firm, navigating two mergers and building deep expertise in wealth management and client service.

Lianna’s dedication to fostering meaningful client relationships and providing exceptional service has been a cornerstone of her career.  She continues to leverage her diverse background and commitment to excellence in her role at Choreo.

EDUCATION

  • Bachelor’s degree in Kinesiology, University of Maryland at College Park