ADVISOR BIO

Kevin Manning is an investment advisor representative with R M Davis Inc. Kevin has been in the industry since 1995 and has experience working with individuals, high-net-worth individuals, families, charitable organizations, corporations, pension plans, and state or municipal government entities. Kevin has a Series 7 and Series 55 securities licenses and has passed the Uniform Investment Adviser Law Examination (Series 65). Kevin was previously registered with H. M. PAYSON & CO. and EQUITY SERVICES, INC.

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ADVISOR BIO

Kimberly Jean Pelletier is a financial advisor with UBS Financial Services Inc. Kimberly has been in the industry since 2020 and holds the Series 7TO, Series 66 and SIE licenses. Kimberly has a diverse background in the financial industry and is registered with the state of Maine.

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ADVISOR BIO

Kris Andrew Rosado is a financial advisor at Morgan Stanley. Kris has been in the financial services industry since 1994. Kris has a Series 65, Series 63, Series 10, Series 9, Series 31, and Series 7. Kris is also a Certified Financial Planner. Kris is registered to provide investment advice in Delaware, Florida, Maine, Maryland, Massachusetts, Missouri, New Hampshire, New York, Oregon, Rhode Island, and Washington. Kris is a registered representative of Morgan Stanley.

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ADVISOR BIO

Kristoffer Noble is a financial advisor with over 20 years of experience in the industry. Kristoffer is currently registered with Morgan Stanley in Portland, Maine. Previously, Kristoffer worked at CITIGROUP GLOBAL MARKETS INC. in Portland, Maine. Kristoffer has a wide range of experience in the financial industry, including securities, investment advisory, and financial planning. Kristoffer has also been registered with the State of Maine since 2009.

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ADVISOR BIO

Lance Meredith Prichard is an active investment advisor representative, currently employed by Morgan Stanley. Lance is a licensed investment advisor in Texas and Maine, and has been in the industry since 1984. Lance has prior experience with Citigroup Global Markets Inc. and Kidder, Peabody & Co. Incorporated. Lance has earned the Series 63, 65 and 7 licenses, along with the SIE. Lance is registered with the Financial Industry Regulatory Authority (FINRA) and has been approved for registration in numerous states. Lance works with individual clients, businesses, trusts, high-net-worth clients, charitable organizations, insurance companies, and investment companies.

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ADVISOR BIO

Laurel Dianne Lane is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., having been with the firm since December 2007. Laurel has been active in the industry since July 13, 2018. Laurel is registered with the state of Maine and Texas as a broker and investment advisor. Laurel has passed the SIE, Series 7 and Series 66 exams. Laurel specializes in working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals.

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ADVISOR BIO

Lauren Stone is a financial advisor with over 14 years of experience in the industry. Lauren has been registered with Morgan Stanley since 2009 and has held a variety of roles at the firm. Lauren is also a registered representative in Maine and Texas. Prior to joining Morgan Stanley, Lauren was employed at Citigroup Global Markets Inc.

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ADVISOR BIO

Leah Bartley has been a registered investment advisor since 2003 and holds a Series 7 and Series 66 securities license, along with the SIE exam. Leah is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Leah works with a variety of client types, including individuals, corporations, and charitable organizations, and provides a variety of services, including portfolio management, financial planning, and pension consulting. In addition to working with clients, Leah is also involved in the community as a Real Estate proprietor.

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ADVISOR BIO

Lee Brett Silverman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Lee has been working in the financial services industry since 1990. Lee is registered with the state of Maine and Texas as a broker-dealer. Lee holds Series 3, 7, 63, and 66 licenses and has also completed the Securities Industry Essentials (SIE) exam.

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ADVISOR BIO

Lenroy Joseph Shaw is a financial advisor with Morgan Stanley. Lenroy has been in the industry since August 2016 and has been registered with Morgan Stanley since February 2017. Lenroy has a Series 66 license and a Series 7 license. Lenroy provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses, individuals, and investment companies. Lenroy is registered in California, Colorado, Connecticut, Florida, Maine, Massachusetts, New Hampshire, New Jersey, New York, Tennessee, and Vermont.

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