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Wendy A. Laidlaw, CFP®
Principal, Client Advisor
Portland, ME
Wendy A. Laidlaw
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Sophia Spina
Client Relationship Associate
Sophia Spina
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Wendy A. Laidlaw, CFP®

Principal, Client Advisor
Portland, ME

Wendy has been involved in many aspects of the firm, from heading up our Finance Department to compliance assistance to chairing our Compensation Committee. Wendy currently focuses on her role as Client Advisor, providing investment and financial planning guidance with genuine care and commitment to her clients and their unique circumstances.   She is a CERTIFIED FINANCIAL PLANNER® professional and an Investment Advisor Certified Compliance Professional.

Born in Michigan and now residing in Portland, Maine with Mike, her husband, Wendy has two step-sons and eight grandchildren. Wendy enjoys reading, travel, keeping fit, and classical music.

Work Experience

  • Joined R.M. Davis in 1995
  • Cumberland County Training Resource Center
  • Director of Administration
  • City Manager’s Office, Raleigh, North Carolina
  • Budget Specialist
  • The Pentagon, Washington, D.C.
  • Operating Accountant for the Secretary of Defense
  • Served on Capitol Hill as a member of the staffs of Senators Wendell Ford and Carl Levin

Education

  • Meredith College, M.B.A.
  • George Mason University, B.S. in Accounting

Memberships

  • Certified Financial Planner Board of Standards, Inc.
  • Maine Estate Planning Council

Community Involvement

  • Portland Chamber Music Festival, Finance & Sustainability Committee, Board of Directors
  • The BTS Center, Finance Committee and (past) Chair of the Board of Trustees
  • Wesley Monumental United Methodist Church, Member of Endowment Committee
  • Camden Conference, Board of Directors
  • Bangor Theological Seminary, Board of Trustees (past)
  • Community Counseling Center of Maine, Board of Directors (past)

 

 

 

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.