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Roger W

Series 65

Portland, ME

Roger F. Woodman Jr. & Co.

Roger Woodman Jr. is the president and sole employee of Roger F. Woodman Jr. & Co., where he has provided financial advisory services since 2001. He holds a Series 65 designation and has 22 years of industry experience. In addition to investment advice, he offers estate management and trustee services, including bill payment, tax administration, and the management of charitable and non-charitable gifts. Roger F. Woodman Jr. & Co. serves individuals, trusts, estates, and charitable organizations, delivering investment supervisory and estate management services. The firm employs a fundamental analysis and long-term purchase strategy, typically managing discretionary accounts and meeting with clients at least twice annually. It accepts individual clients and uses hourly billing for certain services, also providing co-trustee roles on select trust accounts.

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