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Anna E. Woods
Senior Portfolio Administrator
Portsmouth, NH
Anna E. Woods
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Anna E. Woods

Senior Portfolio Administrator
Portsmouth, NH

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.

Anna was born in North Berwick, Maine and now resides in Rochester, New Hampshire with her husband, Richard. Her interests include traveling New England in the summer, skiing, and spending time with family.

Work Experience

  • Joined R.M. Davis in 2013 at our Portsmouth office
  • People’s United Bank, Customer Service Manager

Education

  • University of Maine Farmington, B.G.S in Secondary Education

Community Involvement

  • ArtSpeak, Portsmouth, NH Cultural Commission (past Treasurer)