Principal, Private Client Advisor
Ms. Butler a paraplanner in our Portland, Maine office. Ms. Butler works closely with our client advisors throughout the financial planning process. From the gathering of essential data to synthesis, development, and organization of planning results, our paraplanners play a crucial role in the client experience.
Ms. Butler has over 18 years of industry experience. Prior to joining the firm, Jessie was a client account administrator for Investment Management & Consulting Group and a mutual fund accountant with Forum Financial.
BSc Business Administration, Lyndon State College
Financial Paraplanner Qualified Professional™ (FPQP™)
Compliance Sub-Committee