R.M. Davis

R.M. Davis

Financial Services, 24 City Center, Portland, , 4101, Maine, United States, 51-200 Employees

rmdavis.com

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phone no Phone Number: 20********

Who is R.M. DAVIS

Families, foundations and institutions deserve a wealth partner who thinks in decades, not days. R. M. Davis embraces this mindset. We take pride in helping our clients build enduring leg...

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industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from R.M. DAVIS

R.M. Davis Org Chart and Mapping

Employees

Kristen Minervino

Client Services Associate

Theresa Taplin

Personal Affairs Management Administrator

Mark Fernandez

Portfolio Manager and Principal

Timothy Malisa

Portfolio Manager & Vice President

Matthew McFarland

Principal & Client Advisor

Diana Bourque

Portfolio Administrator

Brady Neujahr

Client Relationship Associate

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Frequently Asked Questions Regarding R.M. Davis

Answer: R.M. Davis's headquarters are located at 24 City Center, Portland, , 4101, Maine, United States

Answer: R.M. Davis's phone number is 20********

Answer: R.M. Davis's official website is https://rmdavis.com

Answer: R.M. Davis's revenue is $25 Million to $50 Million

Answer: R.M. Davis's SIC: 6282

Answer: R.M. Davis's NAICS: 523940

Answer: R.M. Davis has 51-200 employees

Answer: R.M. Davis is in Financial Services

Answer: R.M. Davis contact info: Phone number: 20******** Website: https://rmdavis.com

Answer: Families, foundations and institutions deserve a wealth partner who thinks in decades, not days. R. M. Davis embraces this mindset. We take pride in helping our clients build enduring legacies since our founding in 1978. Today, with more than $4 billion in assets under management, we are the trusted partner to discerning individuals and organizations seeking quality advice from an experienced firm. We provide a broad complement of wealth services and solutions, spanning across all wealth and life stages. We offer investment management, trust and estate services, financial planning, and personal affairs management. The R.M. Davis experience is different. When it comes to our clients' wealth, we are their first call. We know their hopes, dreams and fears -- and provide guidance along the journey of life. We're just as likely to meet with clients around their kitchen table as we are in a conference room. We continuously strive for better. We want to be better colleagues, better partners to our clients, and and better members of our community. Come visit us in our Portland or Portsmouth offices. Or better yet, let's meet at your kitchen table. Call us today to learn more. ~R.M. Davis does not accept endorsements, testimonials, or recommendations.~

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