Portland, ME Portland Square Office

Aaron Rogers is a financial advisor with Raymond James & Associates in Portland, ME, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at John Hancock and positions in the technology sector at Toast, Inc. and LinkSquares, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Keegan Hyland is a financial advisor at Raymond James & Associates in Portland, ME, holding a Series 66 designation with seven years of industry experience. He has worked at Raymond James & Associates in multiple periods since 2018 and spent time at RBC Capital Markets and Vipkid. Outside of his advisory role, he is a partner and co-owner of RiotHawk LLC. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad range of portfolio management styles and affiliated research.

Matthew Rogers is a financial advisor at Raymond James & Associates with 34 years of industry experience. He has been with Raymond James since 2014 and holds Series 63 and Series 65 designations. Outside of his advisory work, he is an author and has published a book on coaching. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and government entities. The firm offers financial planning and non-discretionary investment consulting, leveraging a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Nicole Trottier Rogers is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Gail Leger is a financial advisor with Raymond James & Associates in Portland, ME, holding a Series 66 designation and 25 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2019. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide advisory network.

Matthew Packard is a financial advisor at Raymond James & Associates in Portland, ME, holding a Series 66 designation. He has one year of industry experience at Raymond James & Associates and previously spent ten years at Stone Coast Fund Services. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Adele Jacques is a financial advisor with Raymond James & Associates in Portland, ME, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Raymond James & Associates since 2014. Outside of advisory work, she is a co-owner of a seasonal rental cabin business in Maine. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and nonprofit entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a wide range of portfolio management strategies and affiliated research resources.

Dana Ricker is a financial advisor with Raymond James & Associates in Portland, ME, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is involved in business ownership, including serving as a proprietor of Valley Bowl Corp and as a partner in Little River Holdings, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Mark Norton is a financial advisor with Raymond James & Associates in Portland, ME, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he owns Bigelow Tractor Works, LLC, a landscaping and property maintenance business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, investment consulting, and institutional advisory services.

Tracy McMahon is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Hm Payson and Wells Fargo Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering comprehensive financial planning and investment consulting with a range of portfolio management styles and affiliated research.

David Mitchell is a financial advisor with Raymond James & Associates in Portland, ME, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Lisa Carey is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2016. Outside of her advisory role, she serves as a voting board member of her condominium owners association, a position she has held for five years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a broad range of investment strategies and affiliated research.

Matthew Ricker is a financial advisor at Raymond James & Associates with one year of industry experience. His prior work includes roles at Andersen, Gen II Fund Services, and involvement with the Bentley Service-Learning and Civic Engagement Center. He has also held positions outside finance, including work with Get Maine Lobster. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides financial planning and investment consulting through a range of portfolio management styles and supports clients with both advisory and municipal services.

John Haas Jr. is a financial advisor at Raymond James & Associates with 30 years of industry experience. His prior roles include positions at Citigroup Global Markets, City National Bank, and RBC Capital Markets. He holds Series 63 and Series 65 credentials. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Claire Cooney is a CFP® with 37 years of experience in the financial industry and has been with Raymond James & Associates since 2014. Based in Portland, ME, she serves clients through the firm’s advisory platform. She is also a committee member of the St. Brigid School Finance Committee, where she participates in budgeting, tuition setting, and fundraising activities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services supported by extensive research and a range of portfolio management styles.