Client Relationship Associates 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 Client Advisor on all operational matters to ensure you receive high quality client service and support. In addition to taking your calls, Client Relationship Associates 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.
Diana grew up in Cape Elizabeth and now resides in Portland. Outside of the office she enjoys spending time with family and friends.
- Joined R.M. Davis in 2020
- Monaghan Leahy, LLP, Litigation Paralegal
- Forget Me Nots, Weekend Store Manager
- University of Southern Maine, B.A. in Sociology