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.

Market
Advisor/RIA
Last Activity
within 2 months

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