R.M. Davis
Margaret Ogilvie is a seasoned professional in trust and estate administration with extensive experience in overseeing trust databases, record-keeping, and compliance within various organizations. Currently serving as a Senior Trust & Estate Associate at R.M. Davis since August 2020, Margaret ensures the accurate and timely execution of trust policies and procedures while engaging with custodians of trust funds. Prior roles include Trust Administrative Officer at Portland Trust Company and U.S. Trust, where Margaret coordinated daily activities and managed client relationships, respectively. Earlier, as Annual Giving Coordinator at Bates College, Margaret developed programs to enhance fundraising participation. Margaret holds a Bachelor of Arts degree in History, with a minor in English Language and Literature from Bates College.
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.~