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Anna M Storey

Advisor at Empower Advisory Group — Bar Harbor, ME

Updated today

Credentials

Series 63, Series 65

Experience

20 years

Location

Bar Harbor, ME

Empower Advisory Group logo

Empower Advisory Group

Enterprise

Total advisors

1,981

Across 1,073 offices

Clients per advisor

148 Very High

Avg AUM per client

$565,063 High

HNW client ratio

7% Low

About

Anna Storey is a financial advisor with Empower Advisory Group in Bar Harbor, ME, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes roles at GWFS Equities, Transamerica, JP Morgan, and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s services are delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms and include both point-in-time financial plans and optional managed account solutions.

Client services

Based on Empower Advisory Group

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Empower Advisory Group

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

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Fee options

Fixed

One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment

Subscriptions

Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above

Location

See office

Bar Harbor, ME

Bar Harbor ME

Advisors at this office

1

Most active in

Maine

Work history

20 years of industry experience

GWFS Equities, INC

2021 - Present • 5 years

Greenwood Village, CO

UnEmployed

2020 - 2021 • 1 year

Bar Harbor, ME

Transamerica Investors Securities Corporation

2017 - 2020 • 3 years

Denevr, CO

Transamerica Retirement Solutions

2016 - 2020 • 4 years

Denver, CO

JP Morgan Securities, LLC

2016 - 2016 • 1 year

Denver, CO

JP Morgan Chase Bank

2016 - 2016 • 1 year

Denver, CO

TIAA-CREF

2008 - 2014 • 6 years

CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul P

CFP®, Series 65

Ellsworth, ME

Gibson Financial Solutions, Inc.

Paul Pangburn is a CFP® with 17 years of industry experience and has been with Gibson Financial Solutions, Inc. since 2007. He holds a Series 65 license and operates out of Ellsworth, ME. Gibson Financial Solutions, Inc. is a fee-only advisory firm serving individuals, high-net-worth families, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a core-satellite investment approach using no-load mutual funds, ETFs, and fixed-income securities, with discretionary management and a focus on integrating financial planning into portfolio oversight.

General retirement planning General tax planning College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
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Nicholas S

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Nicholas Shaw is a financial advisor at Coston, McIsaac & Shea Financial Advisors with four years of industry experience. He holds a Series 65 designation and previously worked for six years at Nexcelom Bioscience. Coston, McIsaac & Shea provides discretionary and non-discretionary investment management and consulting primarily to individual and high-net-worth clients, trusts, and organizations. The firm emphasizes long-term, asset-allocation strategies using low-cost mutual funds and select individual stocks, and it operates in close affiliation with an SEC-registered adviser and a local CPA practice.

Wealth management College savings (529s, UTMA, etc.)
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Chester L

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Chester Lloyd is a financial advisor with Coston, McIsaac & Shea Financial Advisors in Bar Harbor, ME, holding a Series 65 designation and 23 years of industry experience. He has been with affiliated entities Coston, McIsaac, Partners, Inc. and Coston and McIsaac Investment Advisers, LLC since 2001 and serves as a shareholder and secretary of Coston, McIsaac, and Partners, Inc. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, offering discretionary and non-discretionary portfolio management, retirement planning, and project-based consulting. The firm emphasizes long-term asset allocation using low-cost mutual funds and select dividend-focused equities, and maintains a multi-disciplinary structure through affiliations with an accounting practice and related registered investment advisers.

Wealth management College savings (529s, UTMA, etc.)
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Michael M

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Michael Marino is a financial advisor at Coston, McIsaac & Shea Financial Advisors with one year of industry experience. He holds a Series 65 designation and previously worked for Coston and McIsaac CPA and M&M Consulting LLC. Coston, McIsaac & Shea provides discretionary and non-discretionary investment management and consulting primarily to individual and high-net-worth clients, as well as trusts and organizations. The firm emphasizes long-term, asset-allocation strategies using low-cost mutual funds and select individual stocks, tailoring recommendations to clients’ goals and risk tolerance.

Wealth management College savings (529s, UTMA, etc.)
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Matthew M

Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Matthew Mc Eachern is a financial advisor at Coston, McIsaac & Shea Financial Advisors with two years of industry experience. He holds a Series 65 credential and has previously worked at HMV, LLC for nine years. Matthew also works part-time as a staff accountant at Coston, McIsaac and Shea CPA’s. Coston, McIsaac & Shea Financial Advisors serves primarily individual clients, offering investment management, retirement planning, and consulting services. The firm focuses on long-term asset allocation using low-cost mutual funds and select dividend-paying equities, combining fundamental and technical analysis while generally avoiding frequent trading.

Wealth management College savings (529s, UTMA, etc.)
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Ryan W

CFP®, Series 63, Series 65

Bar Harbor, ME

Coston, McIsaac & Shea Financial Advisors

Ryan Willette is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Coston, McIsaac & Shea Financial Advisors since 2021. He previously worked at Means Wealth Management for five years and is a co-owner of Little Flower Farm LLC, a business specializing in flowers and specialty produce. Coston, McIsaac & Shea provides investment management and consulting primarily to individual clients, offering both discretionary and non-discretionary portfolio management, retirement planning, and project-based consulting. The firm emphasizes long-term asset allocation using low-cost mutual funds and select dividend-focused equities, combining fundamental and technical analysis while generally avoiding frequent trading, margin, and options.

Wealth management College savings (529s, UTMA, etc.)
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