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Vice President and Director of Wealth Management S,
R. M. Davis, Inc.
Richard A. Carriuolo, CFP™ is Vice President and Director of Wealth Management Services at R. M. Davis, Inc., a registered investment advisor with offices in Portland, Maine, and Portsmouth, N.H. He is licensed to practice law in the states of Maine and Massachusetts. He is a graduate of Holy Cross College and Harvard Law School. He joined
R. M. Davis, Inc. in 1994, after over 17 years of private legal practice with a Portland law firm. He has served on the Board of Governors of the Investment Adviser Association in Washington, D.C., and is currently a member of its Governmental Relations Committee. He has been a Certified Financial Planner ™ since 2001.
If you’re baffled by required minimum distributions, you could be risking a big tax penalty, so take a moment to review the basic rules.
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