Years of Experience
5-20+ Years
PORTLAND, ME
0 Disclosures
ADVISOR BIO
Donna McConnell is a registered investment advisor representative for Headinvest. Donna has been in the industry since 1993. Donna is a registered investment advisor in Maine and Texas. Donna is a graduate of the University of Maine. Donna has been a top advisor in the Portland area for many years and specializes in providing financial planning, portfolio management, and selection of other advisors. Donna has a strong track record of success and is committed to providing her clients with the highest level of service.
SPECIALIZATIONS
PORTLAND, ME
32 Years Experience
3 Disclosures
ADVISOR BIO
Douglas Paul Smith is a financial advisor at Edward Jones. Douglas has been in the industry since 1992 and has experience with both retail and institutional clients. Douglas has a wide range of experience in the industry including working for a variety of firms, including Citigroup Global Markets Inc., Paine Webber Incorporated, and LPL Financial LLC. Douglas is also a Certified Financial Planner. Douglas specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Douglas is licensed in multiple states.
SPECIALIZATIONS
PORTLAND, ME
5 Years Experience
0 Disclosures
ADVISOR BIO
Drew Abramson is a financial advisor with Fidelity Personal and Workplace Advisors. Drew has been in the financial industry for over 2 years and is registered with the state of Maine and Texas. Drew has passed Series 7TO, SIE and Series 66 exams. Drew specializes in financial planning, portfolio management for businesses and individuals and educational seminars.
SPECIALIZATIONS
PORTLAND, ME
16 Years Experience
0 Disclosures
ADVISOR BIO
Dustin Fier is a financial advisor with Fidelity Personal AND Workplace Advisors. Dustin has been in the financial industry since 2008, and has a strong background in investment planning and financial consulting. Dustin holds the Series 6, 7, and 66 licenses, as well as the SIE exam. Dustin also holds the Certified Financial Planner designation. Dustin has experience working with individuals, families, and businesses. Dustin is committed to providing his clients with personalized financial advice to help them reach their financial goals.
SPECIALIZATIONS
PORTLAND, ME
0 Disclosures
ADVISOR BIO
Edward G. Smith is a financial advisor with over 8 years of experience in the financial services industry. Edward has a wide range of experience, having worked with firms such as Merrill Lynch, Morgan Stanley and Eaton Vance Distributors, Inc. Edward is currently registered with R M Davis Inc. as an Investment Advisor Representative. Edward is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66, Series 7 and SIE licenses. Edward specializes in providing financial planning, portfolio management and selection of other advisors. Edward has a proven track record of helping clients reach their financial goals.
SPECIALIZATIONS
PORTLAND, ME
19 Years Experience
0 Disclosures
ADVISOR BIO
Edward Joseph Donohue is a financial advisor with over 20 years of experience in the industry. Edward Joseph Donohue is currently registered with TD Private Client Wealth LLC and holds a Series 7, Series 24, and Series 66 license. He is also registered with the states of California, Connecticut, Delaware, Florida, Illinois, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Vermont, and Virginia. Edward Joseph Donohue provides a range of financial advisory services, including financial planning, portfolio management, and pension consulting.
SPECIALIZATIONS
Portland, ME
42 Years Experience
0 Disclosures
ADVISOR BIO
Eileen Marian Monahan is a registered investment advisor representative with Commonwealth Financial Network and Nvest Financial, LLC. Eileen has been in the financial services industry since 1982. Eileen is licensed in 16 states and holds the Series 6, 7, 63, and 66 securities licenses and the SIE. Eileen provides financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.
SPECIALIZATIONS
Portland, ME
26 Years Experience
0 Disclosures
ADVISOR BIO
Elizabeth McKenney has been an active investment advisor representative for over 20 years, with experience in both broker-dealer and investment advisor roles. Elizabeth is registered with Cambridge Investment Research Advisors, Inc. and is currently based in Portland, Maine. Elizabeth has a broad range of experience in the financial services industry, including financial planning, portfolio management, and pension consulting. Elizabeth is also a licensed insurance agent, providing additional services to clients.
SPECIALIZATIONS
PORTLAND, ME
19 Years Experience
0 Disclosures
ADVISOR BIO
Emily Jeanne Getchell is a financial advisor with Fidelity Personal AND Workplace Advisors. Emily Jeanne Getchell has been in the financial services industry since 2006. Emily Jeanne Getchell is licensed in Maine, Massachusetts, and New Hampshire. In addition to being a financial advisor, Emily Jeanne Getchell is a dance instructor and a health coach. Emily Jeanne Getchell has experience working with individuals, families, and businesses. Emily Jeanne Getchell can help with a variety of financial planning needs, including retirement planning, college savings, and investment management.
SPECIALIZATIONS
Portland, ME
25 Years Experience
0 Disclosures
ADVISOR BIO
Eric Blakeman is a financial advisor with over 20 years of experience in the industry. Eric is currently registered with Morgan Stanley in Portland, ME and has been with the firm since June 2009. Eric has a strong track record of providing investment advice to individuals and families. Eric's experience includes working with high-net-worth individuals, insurance companies, and charitable organizations. Eric is dedicated to helping clients achieve their financial goals and providing them with the highest level of service.
SPECIALIZATIONS