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Avard D

Series 63

Falmouth, ME

Bolton Securities Corporation

Avard Dow Jr. is a Series 63 licensed financial advisor with Bolton Securities Corporation, bringing 56 years of industry experience. He has been associated with Bolton Global Asset Management since 2007 and Bolton Global Capital since 2006, serving as a Senior Financial Advisor and Portfolio Manager. Outside of his advisory role, he owns a rental property managed as a personal activity. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an adviser-driven approach that tailors portfolios to client goals using a range of investment vehicles with a generally long-term orientation.

Wealth management Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Richard B

Series 63, Series 65

Falmouth, ME

Bolton Securities Corporation

Richard Benoit is a financial advisor with Bolton Securities Corporation and Bolton Global Asset Management, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Bolton Global Capital and Bolton Global Asset Management since 2011 and currently serves as Vice President of Finance and Corporate Development at Dow Software, LLC. Outside of finance, he owns and manages the Red Barn Saloon, a live music venue with an associated online store. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporations, institutions, and charitable organizations. The firm offers customized wealth management using a range of investment vehicles, emphasizing a primarily long-term approach while incorporating various trading strategies.

Wealth management Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Eric L

Series 63, Series 65

Falmouth, ME

Bolton Securities Corporation

Eric Lusk is a financial advisor with Bolton Securities Corporation who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Bolton Securities Corporation and Bolton Global Capital since 2014. Outside of his advisory work, he hosts a local radio show in Portland, Maine, where he discusses investment-related topics. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, and retirement plans. The firm employs an IAR-driven approach that customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, and offers access to third-party managers and wrap-fee platforms.

Wealth management Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Madeline R

Series 65

Falmouth, ME

Bolton Securities Corporation

Madeline Rheaume is a Series 65 licensed advisor at Bolton Securities Corporation with one year of industry experience. She has worked with Dow Family Office Advisory, LLC since 2026 and is also involved with Dow Software, LLC, where she provides administrative support related to sales, marketing, development, and client relations. Outside of her advisory role, she freelances in creative fields including photography, design, and marketing. Bolton Global Asset Management serves individual, corporate, and institutional clients, offering customized asset management and financial planning through a network of independent adviser representatives. The firm employs a mix of internal and third-party managers, focusing on long-term investment strategies with a range of portfolio management approaches.

Wealth management Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Robert S

Series 65

Falmouth, ME

Bolton Securities Corporation

Robert Stepleman is a Series 65-licensed financial advisor with Bolton Securities Corporation, bringing 13 years of industry experience. He has worked at Bolton Global Asset Management since 2013 and previously spent 23 years at the Sarasota Herald Tribune. Bolton Global Asset Management serves individual, corporate, institutional, and charitable clients with customized wealth management solutions. The firm employs multiple investment strategies and offers portfolio management on both discretionary and non-discretionary bases, emphasizing a long-term approach while accommodating various trading methods.

Wealth management Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Kristina P

Series 63, Series 65

Falmouth, ME

Bolton Securities Corporation

Kristina Petit is a financial advisor with Bolton Securities Corporation who holds Series 63 and Series 65 licenses and has 13 years of industry experience. She currently serves as vice president of Dow Software, LLC, where she assists with the development and promotion of client-facing software. Her work history includes roles at Bolton Global Capital and Bolton Global Asset Management. Bolton Global Asset Management is a registered investment adviser that provides asset management and financial planning services to individuals, corporations, institutions, and charitable organizations. The firm employs a variety of portfolio management strategies using mutual funds, ETFs, equities, and fixed income, emphasizing a primarily long-term approach with flexibility for other strategies.

Wealth management Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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