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Melissa D
Series 63, Series 66
Falmouth, ME
Hightower Advisors
Melissa Duffy is a financial advisor at Hightower Advisors with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LPL Financial, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. She also engages in independent fixed insurance activities. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a manager selection and multi-manager approach that includes proprietary research, discretionary portfolio management, and access to alternative investments.
Paige B
CFP®, Series 66
Falmouth, ME
Hightower Advisors
Paige Batchelder is a CFP® with 20 years of industry experience, currently serving at Hightower Advisors since 2015. Her prior experience includes roles at Wells Fargo Clearing, LPL Financial, and A. G. Edwards & Sons, Inc. Based in Falmouth, ME, she holds the Series 66 designation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including discretionary portfolio management, financial planning, and retirement plan consulting.
Ian T
Series 66
Falmouth, ME
Hightower Advisors
Ian Trumpler is a financial advisor at Hightower Advisors with three years of industry experience. He previously worked at Ameriprise and has held roles outside finance, including positions at Staples Inc. and Dunegrass Golf Course. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, discretionary and non-discretionary portfolio management, and access to alternative investments and custom indexing strategies.
Matthew E
Series 66
Falmouth, ME
Hightower Advisors
Matthew Emery is a financial advisor at Hightower Advisors in Falmouth, ME, holding a Series 66 designation with eight years of industry experience. He previously worked for Prime Buchholz LLC for five years before joining Hightower Advisors in 2018. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.
Casey M
Series 66
Falmouth, ME
Hightower Advisors
Casey Mc Clurkin is a financial advisor with Hightower Advisors, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining Hightower in 2022, he worked at Ameriprise and operated his own independent practice. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutional investors, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, utilizing a combination of affiliated and third-party managers, and offers a variety of investment vehicles and portfolio management services.
Grey T
CFP®, Series 66
Falmouth, ME
Hightower Advisors
Grey Terry is a CFP® with 18 years of industry experience, currently serving at Hightower Advisors since 2011. He holds the Series 66 designation and is based in Falmouth, ME. Terry has been associated with both Hightower Advisors and Hightower Securities, LLC over the past 15 years. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management strategies alongside financial planning and retirement consulting.
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