We're #hiring a new Data and IT Support Analyst in Portland, Maine Metropolitan Area. Apply today or share this post with your network.
R.M. Davis
Financial Services
Portland, Maine 1,206 followers
Celebrating 43 Years: Northern New England's Largest Independent Investment Adviser
About us
Families, foundations and institutions deserve a wealth partner who thinks in decades, not days. R. M. Davis embraces this mindset. We take pride in helping our clients build enduring legacies since our founding in 1978. Today, with more than $4 billion in assets under management, we are the trusted partner to discerning individuals and organizations seeking quality advice from an experienced firm. We provide a broad complement of wealth services and solutions, spanning across all wealth and life stages. We offer investment management, trust and estate services, financial planning, and personal affairs management. The R.M. Davis experience is different. When it comes to our clients' wealth, we are their first call. We know their hopes, dreams and fears -- and provide guidance along the journey of life. We're just as likely to meet with clients around their kitchen table as we are in a conference room. We continuously strive for better. We want to be better colleagues, better partners to our clients, and and better members of our community. Come visit us in our Portland or Portsmouth offices. Or better yet, let's meet at your kitchen table. Call us today to learn more. ~R.M. Davis does not accept endorsements, testimonials, or recommendations.~
- Website
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http://www.rmdavis.com
External link for R.M. Davis
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Portland, Maine
- Type
- Privately Held
- Founded
- 1978
- Specialties
- Investment Management, Wealth Management, Trust Services, Financial Planning, Personal Affairs Management
Locations
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Primary
24 City Center
Portland, Maine 04101, US
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One Harbour Place
Suite 390
Portsmouth, New Hampshire 03801, US
Employees at R.M. Davis
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Jonathan Wojtkun
Over fifteen years dedicated to technology in the wealth management space. Actively working on a CISM certification. *please note - Vendor cold…
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Natalie Solotoff
Director of Wealth Management
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Patrick O'Neill, CFA
Senior Securities Analyst at R.M. Davis
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George Carr, MBA, CFP®
Managing Director & Client Advisor at R. M. Davis
Updates
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We're #hiring a new Data and IT Support Analyst in Portland, Maine Metropolitan Area. Apply today or share this post with your network.
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We're #hiring a new Estate Associate in Portland, Maine Metropolitan Area. Apply today or share this post with your network.
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We are #hiring! Do you know someone who might be interested in this role?
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We're #hiring a new Client Relationship Associate in Portland, Maine Metropolitan Area. Apply today or share this post with your network.
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We're #hiring a new Client Relationship Associate in Portsmouth, New Hampshire. Apply today or share this post with your network.