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The Latest News

Read the latest news about the region’s leading independent advisory firm, including our thoughts on the economic environment, additions to our growing team, and recognition from respected sources covering the financial industry, such as Barron’s magazine—see below.

NATIONALLY RANKED BY BARRON'S

NATIONALLY RANKED BY BARRON'S

January 4, 2021 - R.M. Davis is pleased to be recognized as one of America’s top Registered Investment Advisory firms by Barron’s, a leading source of financial...
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LISA MCAULIFFE, CTP JOINS OUR TEAM

LISA MCAULIFFE, CTP JOINS OUR TEAM

December 20, 2020 - We welcome Lisa McAuliffe, CTP to our Portfolio Administration team.  Lisa’s role is working with clients and their other professionals on all...
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MICHAEL J. NEFF, CFA JOINS R. M. DAVIS

MICHAEL J. NEFF, CFA JOINS R. M. DAVIS

September 10, 2020 - We are pleased to announce the arrival of Michael Neff, CFA to our Portfolio Management group. Mike has worked in financial services his entire...
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MEG OGILVIE JOINS OUR TEAM

MEG OGILVIE JOINS OUR TEAM

September 4, 2020 - We welcome Meg Ogilvie as our Trust & Estate Specialist. Within our Wealth Management Department, Meg oversees the maintenance of trust databases and...
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ALLIE COLLINS-ANDERSON JOINS THE R. M. DAVIS TEAM

ALLIE COLLINS-ANDERSON JOINS THE R. M. DAVIS TEAM

September 2, 2020 - Allie Collins-Anderson has joined R.M. Davis as a Client Services Associate. Our Client Services Associates prepare the presentation packages for...
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