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
Elmira College, B.S. in Business Administration, minor in Economics
Merrimack College, Advanced Certificate in Financial Planning
Certified Financial Planner Board of Standards, Inc.
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)