HM Payson is pleased to announce the addition of Richard T. Price as Portfolio Manager and Jeffrey T. Soules as Trader to the integrated financial advisory team. Richard comes to HM Payson
Richard joins HM Payson with four years of experience in the financial services industry, holding the position of Portfolio Manager at First Advisors in Damariscotta for the past three years and as a Financial Services Representative at TD Bank prior to that. Richard holds an MBA from Husson University, where he also earned his B.S. in Accounting. He is currently enrolled in the College for Financial Planning education program and will be taking the CFP exam upon completion of the education requirements. Richard is an active member of the Bath community, where he lives and serves on several boards and committees.
As a Trader at HM Payson, Jeffrey will work within both our Operations and Portfolio Management Teams. He spent six years with Norton Financial Services where he was most recently a Financial Advisor concentrated in investment advisory services, employer-sponsored retirement plans, individual insurance solutions and personal financial planning. Jeffrey holds an AIF® Designation, the FINRA Series 7 and 66 securities registrations along with his Life, Health and Accident insurance license. Outside of the office he is a member of the Susan Curtis Foundation Finance Committee and is a coach with Freeport United Soccer.