R.M. Davis
Kristen Minervino has extensive experience in administrative and client services roles since 2013. Currently serving as a Client Services Associate at R. M. Davis since 2015, Kristen previously worked as an Administrative Assistant at Megquire & Jones, where responsibilities included providing support to multiple executives, managing communication, and maintaining company records. Additional experience includes working as a math tutor and assisting in various administrative tasks at North Cary Baptist Church, while also engaging in community activities. Kristen holds a Bachelor's degree in Biology from Saint Michael's College. Proficient in a variety of software programs and quick to learn new systems, Kristen Minervino is dedicated to delivering precise and effective administrative support.
R.M. Davis
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.~