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Boats tied to a doc
Wendy A. Laidlaw, CFP®, IACCP®
Vice President - COO, CFO & Portfolio Manager
Portland, ME
Wendy A. Laidlaw
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Gregory E. Cox
Portfolio Administrator
Gregory Cox
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Wendy A. Laidlaw, CFP®, IACCP®

Vice President - COO, CFO & Portfolio Manager
Portland, ME

Wendy is involved in many aspects of the firm, from portfolio management to heading up our Finance Department, from compliance assistance to human resource leadership. Wendy is our firm's Chief Operating Officer and Chief Financial Officer. Her care and commitment toward her clients and their circumstances are genuine and valued. She is a Certified Financial Planner™ and an Investment Advisor Certified Compliance Professional. Wendy is a member of the Management Committee.

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

  • The BTS Center, Finance Committee and (past) Chair of the Board of Trustees
  • Portland Chamber Music Festival, Budget & Finance Committee, Board of Directors
  • 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)