Overview

I've been a top producing advisor in Portland, Maine for 32 years. I'm a hands on type and know all my clients personally. I still buy stocks and bonds in and out of fee based accounts.
I focus on Maine Municipal bonds because Maine is such a high tax state. My daughter just passed her CFP and has worked with me 3 1/2 years now. Formerly, I was the top producer for Smith Barney(25 years) and Merrill Lynch(5 years) all in Portland. With Nellie switching to the Advisor side January 1, 2019 I feel I have a lot of capacity to take over a sizeable practice.

Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...