Financial advisors Matthew Rogers and Mark Christopher Norton recently joined the firm in Portland, Maine. The team, known as Rogers Norton Wealth Management Group, has joined Raymond James from UBS Financial Services, where they managed more than $200 million in client assets and had annual fees and commissions of about $1.9 million. They specialize in managing family endowments and developing customized multigenerational financial plans.
Also joining from UBS is Adele Jacques who serves as a senior registered sales associate.
Please send On the Move items to Kathy Lynch.