Raymond James has recruited financial advisors Chris Rogers, Steve Guthrie, Dana Ricker and David Mitchell in Portland, Maine. The team, also known as The Portland Harbor Group of Raymond James, joins the firm from Morgan Stanley, where they managed more than $500 million in client assets and had $3.4 million in annual fees and commissions.
As the team leader, Rogers focuses on estate planning, wealth transfer and macroeconomic research. A 43-year industry veteran, Guthrie is senior vice president of investments. Ricker serves as vice president of investments, specializing in financial, education and legacy planning. Mitchell is also vice president of investments.
The Portland Harbor Group specializes in financial planning, retirement planning, risk management and legacy planning.
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