R. M. Davis in the news

April 2020 –  We congratulate George Carr, Vice President & Portfolio Manager, for successfully passing the CERTIFIED...

April 2020 –  We congratulate Wendy Baker for successfully passing the CERTIFIED FINANCIAL PLANNER™ exam.  The mission...

 John Doughty (left); Matthew McFarland, CFA (right)

March 2020 –  We are proud to announce the addition of two new...

March 2020 –  We are pleased to announce that Diana Bourque has joined our Portfolio Administrator team assisting clients...

February 2020 – We congratulate Nina Marsanskis on her promotion to Portfolio Administrator.  As an integral part of the...

February 2020 – Sadie Ladds has joined R. M. Davis as our lead receptionist.  In addition to greeting clients and managing...

January 2020 –  Peter Richardson, CFP® has been selected as a participant in the inaugural class of Leadership...

January 2020 –  It is our pleasure to welcome Kenleigh Nicoletta, J.D. as our Trust & Wealth Management Services...

January 2020 –  We welcome Andrew Reynolds as a new member of our Data Management team.  His team focuses on ensuring the...

January 2020 –  We congratulate Annette Bosse for her promotion to Senior Trust Administrator.  Annette has more than 25...

December 2019 –  We congratulate Isaac Hoey for his promotion to Senior Level as the firm’s Data Management...

November 2019 –  We are pleased to announce the promotion to officer level of Wendy Baker.  As our Wealth Management...