Falmouth, ME Office

Team
Updated today

Client AUM

$178,924,239,090

Clients

62,807

Advisors

6

Of 1,040 advisors across 222 offices

Location

5 Fundy Rd, Suite 2 D

Falmouth ME 04105

Advisors at this office

6

Advisors at this office

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Melissa D

Series 63, Series 66

Falmouth, ME

Hightower Advisors

Melissa Duffy is a financial advisor with Hightower Advisors who holds Series 63 and Series 66 licenses and has 30 years of industry experience. She has been with Hightower Advisors and Hightower Securities, LLC since 2015. Outside of her advisory role, she is involved in independent fixed insurance activities. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach includes manager selection, use of affiliated and third-party managers, and access to various investment vehicles including mutual funds, ETFs, and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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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. She is based in Falmouth, ME, and holds the Series 66 designation. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, including pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of discretionary and non-discretionary portfolio management strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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