Douglas S. Bean, CIMA®, CPWASM
Senior Vice-President – Wealth Management
Financial Advisor

Doug has been with Morgan Stanley Smith Barney or predecessor firms since 1987.  As a designated Certified Investment Management AnalystSM (CIMA®) from the Wharton School and a bachelor’s degree in Business with a concentration in Finance from Boston University, Doug handles our capital markets analysis, portfolio management and tailored lending services.  Doug is also a member of the Investment Management Consultants Association (IMCA) and through them participated in the inaugural class for The Chartered Private Wealth AdvisorSM (CPWASM) program.  This program is a designation created specifically for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation and distribution. Doug is firmly committed to long-term relationships and strives to deliver exceptional client service.  He lives in Yarmouth, Maine, with his wife Denise and two children Kathryn and Philip.

Brian R. Prichard
Second Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist

Brian attended Tulane University on a full Naval ROTC scholarship, after which he served five years as a Naval Officer.  He left the Navy to join Morgan Stanley Smith Barney and its predecessor firm in 1998 while living in Philadelphia. His focus on our team is working with clients'' business and corporate benefits and compensation plans, among other planning issues typically encountered by corporate executives.  He has co-portfolio management and asset allocation responsibilities with Doug.  He also serves as the Alternative Investments coordinator for his branch office. Brian, his wife Lindsey and their two sons make their home in Kennebunkport, Maine.  Brian serves on the Board of Directors and the Investment Committee for the Pine Tree Council of the Boy Scouts of America.

Chadwick A. Weber
Financial Advisor
Financial Planning Specialist

Chad’s responsibility in working with clients is to bring the pieces together into a broader overall plan addressing the longer-term issues.  Chad applies in-depth financial planning – trust, retirement, estate, education, philanthropic, and asset allocation – to confirm that goals are being addressed.  Chad is a graduate of the University of Maine School of Law and is a member of the Bar in Maine and Massachusetts, although not serving in that capacity at Morgan Stanley Smith Barney.  He attended the University of North Carolina after serving in the Army’s only airborne interrogation company specializing in Russian language. Chad lives in Cumberland, Maine with his wife Jennifer and family.

Mary R. Gross
Financial Advisor
Financial Planning Associate

Mary has over a decade of wealth management experience.  Mary focuses her talents on new business planning development, 401(k) consulting and enhancing the client experience for the Casco Bay Group’s clients.  Mary is a 1989 graduate from the University of South Dakota where she was born and raised.  Mary and her husband Don moved to Portland, Maine in 1991 and are raising their son Bennett and daughter Madeline.