Teddy G. Smith, CFP®
Teddy, a CERTIFIED FINANCIAL PLANNER® professional, returned to the Portland area and joined R.M. Davis in early 2024.
As a Client Advisor, Teddy provides investment and financial planning services to individuals, families, and institutions, ensuring that clients receive personalized advice tailored to their unique goals. Teddy also collaborates closely with the company's Wealth Management group and Investment Research group.
In his free time, Teddy enjoys skiing, boating, playing golf, and spending quality time with friends and family.
Work Experience
- R.M. Davis, joined in 2024
- Morgan Stanley Private Wealth Management, Wealth Management Associate
- Merrill Lynch Private Wealth Management, Private Wealth Analyst
- The Colony Group, Associate Wealth Advisor
- Eaton Vance, Internal Wholesaler
Education
- University of New Hampshire, Peter T. Paul College of Business & Economics, Bachelor of Science, Business Administration
- Major in Finance
- Minor in Economics
Memberships
- Certified Financial Planner Board of Standards, Inc.
- Maine Estate Planning Council
Community Involvement
- Sugarloaf Ski Club, Board of Directors
- United Way of Southern Maine, Emerging Leaders United Member
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.