R M Davis Inc

Brian Noyes is a CFA®, CIC, and Series 63-licensed advisor with 24 years of industry experience. He has been with R.M. Davis, Inc. since 1989. Based in Portland, ME, he is part of a 22-advisor team at the firm. R.M. Davis, Inc. is an independent, SEC-registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, corporations, and some governmental entities. The firm manages approximately $8.15 billion in client assets and employs a long-term, disciplined investment approach across equities, fixed income, mutual funds, and ETFs, with a notable focus on municipal clients and trustee services.

Michael Neff is a CFA® charterholder and holds a Series 63 license with seven years of industry experience. He has worked at R.M. Davis Inc. since 2020 and has prior experience with People's United Advisors, Camden National Wealth Management, and Key Investment Services. R.M. Davis, Inc. is an independent, SEC-registered investment adviser offering investment management, financial planning, and wealth management services to individuals, families, trusts, pension plans, corporations, and governmental entities. The firm uses a long-term, discipline-oriented approach with customized asset allocations incorporating equities, fixed income, mutual funds, and ETFs.

Michael Wood is a CFA® charterholder with 25 years of experience in the financial services industry. He has been with R.M. Davis, Inc. since 2013 and previously worked at CMH Wealth Management, LLC and RAM Trust Services Inc. R.M. Davis, Inc. is an independent, SEC-registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities. The firm manages approximately $8.15 billion in client assets and employs a long-term, discipline-oriented investment approach emphasizing customized asset allocations across equities, fixed income, mutual funds, and ETFs.

Matthew Mcfarland is a financial advisor at R.M. Davis, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including People's Securities, Inc., Chittenden Securities, LLC, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. since beginning his career in 2003. R.M. Davis, Inc. is an independent, SEC-registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities. The firm employs a disciplined, long-term investment approach with customized asset allocations and offers comprehensive wealth management services, including trustee and trust administration roles.

Dana Mitiguy is a CFA® charterholder with 24 years of industry experience. She has been with R.M. Davis, Inc. since 2000. R.M. Davis, Inc. is an independent, SEC-registered investment adviser serving individuals, families, trusts, pension plans, corporations, and governmental entities. The firm provides customized asset allocation and wealth management services with an emphasis on long-term, discipline-oriented investment strategies and incorporates AI tools alongside traditional research.

Vincent Damasco is a CFA® charterholder based in Portland, ME, with 15 years of industry experience. He has been with R.M. Davis, Inc. since 2011, following a brief tenure at The Colony Group, LLC. R.M. Davis, Inc. is an independent, SEC-registered investment adviser managing approximately $8.15 billion in client assets as of year-end 2025. The firm serves a diverse clientele including individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities, offering customized investment management and wealth planning with a focus on long-term, disciplined strategies.

Dean Walker is a financial advisor with R.M. Davis, Inc. in Portland, ME, holding a Series 65 designation and bringing 10 years of industry experience. He has been with R.M. Davis, Inc. since 2001. Outside of advising, he serves as president and managing partner of Paramount Properties Group, LLC, where he oversees accounting and tenant maintenance. R.M. Davis, Inc. is an independent, SEC-registered investment adviser managing approximately $8.15 billion in client assets as of December 31, 2025. The firm offers customized investment management and wealth planning services to individuals, families, trusts, pension plans, corporations, and governmental entities, emphasizing a long-term, discipline-oriented investment philosophy.

Wendy Laidlaw is a financial advisor with R M Davis Inc in Portland, ME, holding a Series 65 designation and bringing 22 years of industry experience. She has been with R.M. Davis, Inc. since 1995. R.M. Davis, Inc. is an independent, SEC-registered investment adviser managing approximately $8.15 billion in client assets as of December 2025. The firm provides investment management, financial planning, and wealth management services to individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities, employing a long-term, discipline-oriented investment approach with customized asset allocations across equities, fixed-income securities, mutual funds, and ETFs.

Cade Blackburn is a Series 65 credentialed advisor with R.M. Davis, Inc. in Portland, Maine, where he has worked since 2002. He has two years of industry experience. Outside of his advisory role, he owns and operates Aquamation Services of Maine, a pet cremation service. R.M. Davis, Inc. is an independent, SEC-registered investment adviser managing approximately $8.15 billion in client assets. The firm serves individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities, offering customized investment management and wealth planning with a focus on long-term, disciplined strategies.

Geoffrey Alexander is a Series 65 licensed financial advisor at R.M. Davis, Inc. in Portland, Maine, with 24 years of industry experience. He has been with R.M. Davis since 1997. R.M. Davis, Inc. is an independent, SEC-registered investment adviser providing customized investment management, financial planning, and wealth management services to individuals, families, trusts, pension plans, corporations, and governmental entities. The firm emphasizes a long-term, discipline-oriented investment philosophy and is notable for its work with municipal clients and trustee roles.

George Carr is a financial advisor at R.M. Davis, Inc. in Portland, ME, holding a Series 65 designation with 11 years of industry experience. He has been with R.M. Davis, Inc. since 2015 and previously worked at Old North Advisors, LLC and Federal Street Advisors Inc in 2015. R.M. Davis, Inc. is an independent, SEC-registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, corporations, and some governmental entities. The firm emphasizes a long-term, disciplined investment approach with customized asset allocations across equities and fixed income, and offers a broad range of wealth management services including trustee and trust administration.

Marianne Loew is a CFA® charterholder with four years of industry experience. She currently works at R M Davis Inc and has previously held roles at The Colony Group, LLC, Bar Harbor Wealth Management, and Ledyard Financial Advisors. R.M. Davis, Inc. is an independent, SEC-registered investment adviser providing investment management, financial planning, and wealth management services to individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities. The firm emphasizes long-term, discipline-oriented strategies with a focus on customized asset allocations and incorporates AI tools under formal oversight.

Kurtis Petersons is a financial advisor at R.M. Davis, Inc. with one year of industry experience. He previously worked at Saola Capital for seven years before joining his current firm. Outside of his advisory role, he is a partner and owner of Ocean Ox Management LLC, a property management business focused on office condo suites. R.M. Davis, Inc. is an independent, SEC-registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, corporations, municipalities, and other governmental entities. The firm offers customized asset allocation with a long-term, disciplined investment philosophy and provides comprehensive wealth management services including trustee and trust administration.

Kevin Manning is a Series 65-credentialed financial advisor with R.M. Davis, Inc. in Portland, ME, where he has worked since 2015. He has four years of industry experience. R.M. Davis, Inc. is an independent, SEC-registered investment adviser serving individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities. The firm offers customized asset allocation and wealth management services, with a long-term, disciplined investment approach and notable involvement in municipal and trust advisory roles.

John Doughty is a financial advisor at R.M. Davis, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 designations and has been with R.M. Davis since 2002. R.M. Davis, Inc. is an independent, SEC-registered investment adviser managing approximately $8.15 billion in client assets as of December 31, 2025. The firm serves individuals, high-net-worth families, trusts, pension plans, corporations, and governmental entities, offering customized asset allocations with a focus on long-term, disciplined investment strategies and comprehensive wealth management services including trustee and trust administration roles.