Rebecca Davis

Partner & Director of Operations

Experience & Expertise

Rebecca is the Director of Operations 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!”

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

Navigating 2026 with Confidence: Q1 2026 Newsletter for Plan Sponsors

With the year underway, communicate efficiently with insights for the year ahead. This quarter’s plan sponsor newsletter highlights key 2026 updates and practical planning reminders to help you stay organized and informed.

Understanding the 2026 Roth Catch-Up Rule for High Earners

Learn how the 2026 Roth catch-up rule affects higher-earning employees and what plan sponsors need to know to prepare payroll, systems, and plan processes.

Retiring and Hiring: Generational Shifts and Your Workplace 401(k) Plan

Discover how generational shifts, from Boomers to Gen Z, impact 401(k) strategy. Learn plan design ideas to support every stage of the workforce.

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.