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.

“We are delighted Bob has agreed to join H.M. Payson,” says Peter Robbins, CEO. “His skill set, breadth of experience and dedicated client service ethos make him a natural fit for our firm and our clients. 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.