Lisa D. McAuliffe

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. 

Lisa grew up in Saco and still lives there with her husband. She is the mother of three adult children. When not working, Lisa loves traveling. Her goal is to visit each of the lower 48 states, and she has just 12 remaining. She enjoys spending summers at Ossipee Lake in Waterboro, viewing wildlife, snow shoeing, walking trails, Pilates and reading.