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Consulting Group
100 Middle Street
Portland, ME 04101
Portland, ME 04101
tel: 207-771-0856
toll free: 800-442-6722
fax: 207-771-0870
toll free: 800-442-6722
fax: 207-771-0870
Left to right: (front row) Chad Weber, Doug Bean, Kris Noble (back row) Mary Gross, Brian Prichard, Joni Vickery
Group Details
Douglas S. Bean, CIMA®, CPWASM
Senior Vice President - Wealth Management
Financial Advisor
Financial Advisor
tel: 207-771-0803
toll free: 800-442-6722 ext. 803
fax: 207-771-0870
Professional Details
- Over 20 Years Investment Experience, Beginning 1987
- Chartered Private Wealth AdvisorSM
University of Chicago - BSBA - Boston University, 1978
CIMA - Wharton School - Smith Barney's Chairman's Council
- Series 7, 63, 65 & 3
- Member of the Kennebunk Portside Rotary
Douglas S. Bean, CIMA®, CPWASM is licensed in the following state(s): AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Brian R. Prichard
Second Vice President - Wealth Management
Financial Planning Specialist
Financial Planning Specialist
tel: 207-771-0827
toll free: 800-442-6722 ext. 827
fax: 207-771-0870
Professional Details
- B.S., 1993
Tulane University
New Orleans, LA - Officer, US Navy 1993 - 1998
- Series 7, 63, 65, 31 & Life Insurance Licenses
- Associations: Boy Scouts of America
Portland Marine Society
Brian R. Prichard is licensed in the following state(s): AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WV, WY
Chadwick A. Weber
Financial Advisor
Financial Planning Specialist
Financial Planning Specialist
tel: 207-771-0885
toll free: 800-442-6722 ext. 885
fax: 207-771-0870
Professional Details
- University of Maine School of Law
- University of North Carolina at Chapel Hill Graduate
- National Committee on Planned Giving Member
- Associations: Maine Estate Planning Council
Chadwick A. Weber is licensed in the following state(s): AZ, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, ME, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TX, VA, VT, WA, WI
Mary R. Gross
Financial Advisor
tel: 207-771-0824
toll free: 800-422-6722 ext. 824
fax: 207-771-0870
Professional Details
- B.S. - 1989
University of South Dakota, Vermillion - Series 7, 22, 63 & 66 Licensed
- Portland Education Partnership
Officer and Board Member - Casco Bay High School Parent Advisory Group
Co-Chairman
Mary R. Gross is licensed in the following state(s): AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Joni Vickery
Registered Associate
Financial Planning Associate
Financial Planning Associate
tel: 207-771-0852
fax: 207-771-0870
Professional Details
- Joni has been at Morgan Stanley Smith Barney* since 1998
- Series 7, 63 and 66 stockbroker licenses and Life, Health and Annuity License
- Earned Bachelor's Degree in Business Management from Thomas College in Waterville, ME in 1993
- Please contact her for any administrative and account service issues
Kristoffer Noble
Consulting Group Analyst
tel: 207-771-0856
fax: 207-771-0870
Professional Details
- Series 7, 63 and 66 Stockbroker Licenses and Life, Health & Annuity License
- Bachelors Degree - Business, 1999
Concentration in Finance
University of New Hampshire - Been with Morgan Stanley Smith Barney* since 2000
- Primary Responsibility is Performance Report Production and assist with Client Communications
- He will also direct you through the website services such as Online Billpay and My Accounts
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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