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Gina E. Stoll
Gina E. Stoll
Vice President - Wealth Management
Financial Planning Specialist
100 Middle Street
Portland, ME 04101
tel: 207-771-0833
toll free: 800-442-6722
fax: 207-771-0870
Email Me
Welcome Associations Services Honors Education 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
  • Maine Estate Planning Council - Member
    Portland, ME
  • WEB, Women for Excellence in Business
    Portland, ME
  • Animal Refuge League of Maine
    Former Member, Board of Directors
    Endowment, Fund Raising and Strategic Planning Committee Member
  • The Economic Club of Phoenix
    Member
    W.P. Carey School of Business at Arizona State University
Services
  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Lending Services
  • Philanthropic Services
  • 529 Plans
  • Asset Management
  • Cash Management
  • Municipal Bonds
  • Wealth Management
  • Alternative Investments
  • Planning for Special Needs Individuals
  • Socially Responsible Investing
  • Business Succession Planning
  • Professional Portfolio Management
  • 401k Rollovers
Honors and Recognitions
  • National Quality Award
    National Association of Life Underwriters
  • Qualifying Gold Member
    Million Dollar Round Table
  • President's Conference Qualifier, 2001
Education and Licensing
  • Bachelor of Arts with Individual Concentration
    University of Massachusetts at Amherst
    Amherst, MA
  • Strategic Business Planning
    Harvard Extension School
    Cambridge, MA
  • General Securities Representative
    Securities Training Corporation
  • Financial Planner
    American College
  • Financial Planning Specialist Designation, 2003
    Smith Barney Planning Services Group
  • Consulting Group University, 2002
    Smith Barney
  • Series 6 - NASD Registered Representative
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life & Health Insurance Licensed
Business Experience
  • 2001 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Financial Planning Specialist
    Portland, ME
  • 1990 - 2001: Metlife Financial Services
    Financial Planner
    Financial Services Executive
    Portland, ME
Bulletin Board
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
  • Do you have a concentrated position in one company's stock? If yes, call us to learn about things you can do to diversify and decrease risk.
Gina E. Stoll is licensed in the following state(s): AZ, CA, CT, FL, HI, MA, MD, ME, MT, NC, NH, NJ, NY, RI, 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

On the Markets (pdf)

Nine Signposts for 2009 (pdf)
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