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Wrong Robert Davis?

Robert M. Davis

Relationship Manager

H.M. Payson & Co.

HQ Phone:  (207) 772-3761

Direct Phone: (207) ***-****direct phone

Email: r***@***.com

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H.M. Payson & Co.

One Portland Square

Portland, Maine, 04101

United States

Company Description

H.M. Payson and its members have been serving as trustees of private trusts for over forty years. The Firm originally operated as a partnership and, as a result of the close working relationships they developed with their clients, the partners were frequently ...more

Find other employees at this company (51)

Background Information

Employment History

Fraud Detection Specialist

Chase


Security Supervisor, Lieutenant

Force Protection Services Inc


Assistant Branch Manager

Chase


Affiliations

Maine CFA Society

Member


CFA Institute

Member


Webhannet Charitable Foundation

Treasurer


Key Bank

Senior Vice President, Private Bank


Education

Financial Planning

Merrimack College


B.S.

Wealth Planning

Elmira College


Web References(8 Total References)


Our Team - H.M. Payson H.M. Payson

Robert M. Davis, CFP®
Relationship Manager 207-518-6223 rmd@hmpayson.com


Charity Work - Webhannet Golf Club

If you know of a worthy cause that the WCF should consider or are interested in helping in our charitable efforts, please contact Susan Gilpatric (golfxl@aol.com), President, Beth Fossett (beth@lighthousedist.com), Secretary, Bob Davis (rmd@hmpayson.com), Treasurer, or Mike Condon (kportmike@yahoo.com), Event Committee Chair.


Robert M. Davis, CFP®

Robert M. Davis, CFP®  |
Robert M. Davis is a Relationship Manager and joined the firm in 2013. Bob's focus is client service for individual, family and institutional clients. Bob has been in the financial services industry for 24 years and most recently as a member of the Key Private Bank Group in Portland. Prior to KeyBank he worked for Maine National Bank and Maine Bank and Trust. Bob earned his Bachelor of Science in business administration from Elmira College and a Certificate of Advanced Study in Financial Planning from Merrimack College and holds the designation of Certified Financial Planner™. Bob is a member of the CFA Institute and Maine CFA Society. Bob sits of the boards of Sweetser, The First Tee of Maine and the Webhannet Golf Club, and is also Treasurer of the Webhannet Charitable Foundation.


H.M. Payson Expands Relationship Management Team - HM Payson HM Payson

We are pleased to announce the addition of Robert M. Davis, CFP® as a Relationship Manager.
Bob joins our Relationship Management Team with his primary focus on client service for individual, family and institutional clients of the firm. Bob's hire underscores our commitment to the highest level of client service here at H.M. Payson." "When it comes to investment advisory and trust expertise, H.M. Payson is the standard by which other firms in our region are measured," says Bob. "I couldn't be more pleased with the opportunity to join, and contribute to, that environment." Bob has been in the financial services industry for 24 years and most recently as a member of the Key Private Bank Group in Portland. Prior to KeyBank he worked for Maine National Bank and Maine Bank and Trust. Bob earned his Bachelor of Science in business administration from Elmira College and a Certificate of Advanced Study in Financial Planning from Merrimack College and holds the designation of Certified Financial Planner®. Bob is a member of the CFA Institute and Maine CFA Society. Bob sits of the boards of Sweetser, The First Tee of Maine and the Webhannet Golf Club.


Insights and News - HM Payson HM Payson

We are pleased to announce the addition of Robert M. Davis, CFP® as a Relationship Manager.
Bob joins our Relationship Management Team with his primary focus on client service for individual, family and institutional clients of the firm.


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