Bob Davis, CFP®
Vice President and Portfolio Manager

Bob, a Certified Financial Planner™, began his career in the financial services profession in Portland in 1989. Bob’s clientele benefit from his diverse background which includes commercial banking, private banking, and most recently, portfolio management and financial planning. Serving as a portfolio manager at R. M. Davis, the depth and breadth of Bob’s experience allows him to create financial solutions for his clients.

Bob was born in Portland and grew up in Kennebunk, where he currently resides with his wife Julie, son Max, and daughter Molly. Bob attended Cheverus High School and graduated from Hebron Academy.

In his spare time, Bob enjoys playing and coaching ice hockey, golfing, listening to music, and cooking.

Work Experience

R. M. Davis, joined in 2017

HM Payson, Relationship/Portfolio Manager & Financial Planner

KeyBank, Senior Vice President, Private Bank

Maine Bank & Trust, Vice President

Maine National Bank, Management Trainee

Education

Elmira College, B.S. in Business Administration, minor in Economics

Merrimack College, Advanced Certificate in Financial Planning

Memberships

Certified Financial Planner Board of Standards, Inc.

CFA Institute

CFA Society of Maine

Maine Estate Planning Council

Community Involvement

Sweetser, Board of Directors, Development Committee Chairman

Webhannet Golf Club, Finance Committee, Long Range Planning Committee, Human Resources Committee (past President and Board of Governors)

Kennebunk Area Youth Hockey, Inc., President, Board of Directors

First Tee of Maine, Board of Directors (past)

Girl Scouts of Maine, Board of Directors, Long Range Planning Committee and Development Committee (past)

Catherine Morrill Day Nursery, Board of Directors (past)