Skip to Main Content
Boats tied to a doc
Erin C. McCrossin
Client Relationship Associate
Portland, ME
Erin C. McCrossin
Call Erin McCrossinEmail Erin McCrossin

Erin C. McCrossin

Client Relationship Associate
Portland, ME

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.

Erin was born and raised in San Diego, California.  She moved to Maine after meeting her husband, Scott, who is from Aroostook County and is currently employed at Portsmouth Naval Shipyard.  Erin and Scott live in Berwick, Maine with their Goldendoodle, Josie.  In her free time, Erin loves to travel, bake, and explore the East Coast.

Work Experience

  • Joined R.M. Davis in 2024
  • Empress Investment Group, Operations Specialist
  • Madison Avenue Securities, Operations Specialist – Asset Movement
  • Chase Bank, Branch Operations Supervisor
  • LPL Financial, Retirement Specialist
  • Aldridge Pite LLP, Administrative Assistant


  • LPL Financial Training Program, San Diego, CA – Job Training Certificate
  • Mesa College, San Diego, CA – General Education Studies

Community Involvement

  • Foster Program, Animal Refuge League of Greater Portland and Pope Memorial Humane Society in Dover, NH