Robert Donovan

Vice President - Branch Director

207-756-6141
Email |

Anna Falconieri

Associate Vice President, Senior Client Associate

207-879-1749

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Wealth Management Consultant


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Wealth Strategist



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Trust Consultant


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Retirement Plan Consultant


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Insurance and Annuity Consultant


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Alternative Investments Consultant


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Fixed Income Business Development Professional


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Wealth Planning Associate


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