Rebecca Davis

Partner & Director of Finance

Experience & Expertise

Rebecca is the Director of Finance at Greenspring, where she oversees various business operations, including payroll, benefits, technology, and financial matters. She acts in the best interests of clients, the firm, and employees by balancing diplomacy, confidentiality, and strict adherence to regulatory requirements. Rebecca plays a crucial role in setting and maintaining high standards for the firm and nurturing a culture of innovation, teamwork, and collaboration.

With over 10 years of experience in finance and operations, Rebecca has successfully developed and managed multi-million-dollar initiatives aimed at increasing profits and reducing costs across various industries, including law firms in Harrisburg, PA, Towson, MD, and Palm Beach Gardens, FL.

In addition to her leadership role, Rebecca brings extensive expertise in handling day-to-day operations, which includes accounting, data research, client relations, budgeting, compliance, human resources, and IT management responsibilities.

Oh, and did we mention she’s fluent in Spanish?

Get Better Acquainted With Rebecca

Favorite Thing About Working With Clients

“Problem solving—I enjoy it when a client presents a unique challenge. Seeing effective planning and implementation positively impact clients is rewarding.”

My Philosophy On Client Service

“Service extends well beyond the first completed task or project. Great clients are clients for life. Referrals are even better!”

Maryland New Jersey Pennsylvania 
B.S. Accounting
Jefferson City, MO
University of Missouri
Western International University
The Center for Bilingual Multi-Cultural Studies - Cuernavaca, Mexico
Special Olympics
Big Brother Big Sister
Prevent Child Abuse America
Sports! Anything outdoors - fishing, hiking, yard games, tennis, golf, softball, basketball, watching Ravens or Chiefs football, foreign language and culture.
Have A Bias Towards Action
What I Love About Greenspring

Definitely their client-centric approach and how driven everyone is to succeed. Having been a former client, I experienced their supreme level of service first-hand and knew they had something special.

Recent Insights

Elections and Investing: Why Long-Term Discipline Matters

A total of 435 seats in the U.S. House of Representatives and 35 out of 100 seats in the U.S. Senate will be up for grabs, not to mention numerous state and local elections that will determine who controls the chambers of Congress in states across the country.

Fiduciary Foundations: Q3 2026 Plan Sponsor Newsletter

Many plan sponsors have good intentions, but without a clear process, it can be hard to show how decisions have been made. A well-documented and repeatable approach can make a meaningful difference when it comes to fiduciary governance.

A Cup of Ambition: What Dolly Parton Knew About Money (That Most of Us Don’t)

“She never saw a door she couldn’t open, and the doors she opened made and changed history.” That’s how Bryan Seaver described his aunt in the video announcing her death on August 25, 2026. Dolly Parton was 80 years old.

Greenspring News

Greenspring Advisors Announces New Partners for 2025

As we welcome the new year, Greenspring Advisors is proud to announce the addition of four new partners to the firm.

Greenspring Advisors’ Institutional Client Group named one of NAPA’s 2025 Top DC Advisor Teams

Greenspring Advisors is proud to announce that their Institutional Client Group was named as one of the National Association of Plan Advisors’ 2025 Top Defined Contribution Advisor Teams.

Greenspring Advisors Listed Among Top-Growing RIAs by Discretionary and Non-Discretionary AUM by FA Magazine

Greenspring Advisors is proud to announce its ranking as 129th among top Registered Investment Advisors (RIAs) with over $1 billion in assets under management (AUM), as recognized by Financial Advisor magazine.