Alexandra Scott

As an Estate Associate at R.M. Davis, Alexandra is responsible for administering accounts owned by deceased clients. Her work includes reviewing wills, trust documents, and/or beneficiary designations to determine estate structure and plan for asset distribution to beneficiaries. She works with attorneys and accountants on valuations, cost basis and other related issues as needed, and prepares necessary account transition paperwork. She coordinates with various internal and external constituents, including our Client Relationship teams, trustees, personal representatives, and beneficiaries to communicate, plan and facilitate the distribution of accounts and to clarify roles and responsibilities. Alexandra also provides back-up support to the Trust Department in its administration of accounts for which a member of the Company serves as Trustee.

Alexandra moved to Maine from Massachusetts in 2018.  In her free time, she enjoys spending time with her family, attending barre class, playing soccer, and reading.  She also enjoys exploring all the restaurants in the Portland area.