Nancy K. Stearns
Senior Portfolio Administrator
Portfolio Administrators play an important role in the R. M. Davis experience. As an integral part of the professional team working on your behalf, they work in concert with the Portfolio Manager on all operational matters to ensure you receive high quality client service and support. In addition to taking your calls, Portfolio Administrators are working behind the scenes as the liaison with the custodian of your assets as well as communicating with your other advisors (attorneys, accountants, etc.) to create a seamless client experience. They bring industry knowledge, skills and experience which enable them to solve complex administrative problems and prepare financial planning documents.
Nancy was born in Johnstown, Pennsylvania and now resides in Brunswick, Maine with her husband, Craig and their Golden Retriever, Cosmo. Her interests include reading, playing the piano and travel.
- Work Experience
R. M. Davis, joined in 2006
Wachovia Securities, Palm Beach Gardens, FL, AVP, Senior Registered Sales Associate
Smith Barney, West Palm Beach, FL, Senior Registered Sales Associate
University of Pittsburgh, B.A. in Sociology
Passed the General Securities Representative Series 7 and the Uniform Securities Agent State Law Series 63 Examinations
- Community Involvement
Friends of Bowdoin
Bowdoin Host Family Program