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.
We are proud to announce that Michael Wood, Vice President and Portfolio Manager, has become a shareholder of R.M. Davis and joined our Board of Directors.
In her new role as Director of Wealth Management Services, Natalie takes over leadership of our expanded department whose offering includes retirement, financial, and tax planning, as well as Medicare, Social Security and insurance analysis. The Wealth Management group includes our Trust & Estates team.
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 news. The Barron’s annual list of the top 100 RIA firms in the U.S. is based on an extensive survey and verification process to identify the Top Advisors nationwide.
We welcome Lisa McAuliffe, CTP to our Portfolio Administration team. Lisa’s role is working with clients and their other professionals on all operational and administrative matters pertaining to their financial picture. She is a Certified Treasury Professional and comes to us with substantial experience in the banking field.