Jill P. Richardson
Client Relationship Associates play an important role in the R.M. Davis experience. As an integral part of the professional team working on your behalf, they work in concert with the Client Advisor on all operational matters to ensure you receive high quality client service and support. In addition to taking your calls, Client Relationship Associates are working behind the scenes as the liaison with the custodian of your assets as well as communicating with your other advisors (attorneys, accountants, etc.) to create a seamless client experience. They bring industry knowledge, skills and experience which enable them to solve complex administrative problems and prepare financial planning documents.
Jill was born and raised in Presque Isle, Maine and resides with her family in Brunswick, Maine. Her interests are golf, skiing and kayaking.
Work Experience
- Joined R.M. Davis in 1997
- Key Trust Company, Senior Retirement Plan Specialist
Education
- University of Maine, B.A. in International Affairs and History
Community Involvement
- Tedford Housing, Board member