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Edward W. Rogers, Jr.
Edward W. Rogers, Jr.
Senior Vice President - Wealth Management
Retirement Plan Advisor
Wealth Advisory Specialist / Financial Advisor
465 Congress Street
Portland , ME 04101
tel: 207-775-5678
toll free: 800-777-3803
fax: 207-761-4746
Email Me
Welcome Associations Education Honors Services Experience
Welcome

I seek to understand my clients broadly and deeply enough to find the opportunities that add value not only to their financial objectives, but also to their life aspirations. I determine what’s really important and develop actionable, flexible strategies to help them meet their financial needs. I also design socially responsible investing portfolios for those who want to truly align their values with their investments, while also helping to deliver the financial returns that they desire.
Associations
  • Past Falmouth Legion Baseball Board Member
    Falmouth, ME
  • Past Falmouth Babe Ruth Baseball V.P.
  • Former North Yarmouth Academy Boys Head Varsity Basketball Coach
Education and Licensing
  • B.A. - Economics, 1981
    Minor - Mathematics
    Bowdoin College
    Brunswick, ME
  • Cheverus High School, 1977
    Portland, ME
Honors and Recognitions
  • President's Council
    Smith Barney
Services
  • 529 Plans
  • Retirement Planning
  • Wealth Management
  • Asset Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Qualified Plans
  • Women and Company®
  • Professional Portfolio Management
  • Education Planning
  • 401k Rollovers
Business Experience
  • 2006 - Present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    Retirement Plan Advisor
    Wealth Advisory Specialist / Financial Advisor
    Portland, ME
  • 1990 - 2006: Legg Mason
    Senior Vice President - Investment
    Retirement Plan Consultant
    Wealth Management Specialist
    Portland, ME
  • 1981 - 1990: Shearson
    Sales Manager
    Senior Vice President - Investments
    Portland, ME
Bulletin Board
  • See Special Reports for the July On the Markets featuring "Where's the Recession"? The question seems almost silly, given that we're not quite out of the current recession. But the coming global recovery could be a long one, says Jeff Applegate and Charles Reinhard, chief investment officer and senior investment strategist, respectively, of Morgan Stanley Smith Barney. That also means the global stock market rally that began in March could become a multiyear bull market.
  • You may know others who would benefit from receiving the breadth of advice they and their wealth deserve. As someone who understands the value of working with a trusted advisor, we invite you to introduce your family, friends and business associates to our services.
  • What do you have in mind for your retirement? Our complimentary retirement-planning analysis can help you achieve the retirement you envision. See Financial Planning for a confidential questionnaire.
Edward W. Rogers, Jr. is licensed in the following state(s): CA, CT, FL, GA, HI, IL, IN, MA, MD, ME, NH, NJ, NV, NY, OR, PA, RI, SC, SD, VA, VT
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.
FEATURED REPORTS

Investment Strategy Special Report: The Global Recovery Portfolio; June 2009 (pdf)

Asset Allocation and Investment Strategy Commentary (pdf)

Morgan Stanley: Revisiting the Nine Investment Ideas for 2009 (pdf)
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