Portland, ME City Center Office

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.

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.

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.

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.

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.