Pamela S. Stephenson, CTFA

Chair, Fiduciary Services Committee

Contact Pam:

Portland Office
One Portland Square, 5th Floor, Union Street
Portland, ME 04101
207-518-6256  |  pss@hmpayson.com

Years of Experience:

20

Experience

H.M. Payson since 1999
Peoples Heritage Bank

Memberships

Maine Estate Planning Council

Education

Thomas College, B.S. 1991
Cannon Financial Institute

Giving back

Participation in many charitable events and walks throughout the year for organizations such as the Maine Cancer Foundation and Alzheimer’s Association
Working the concession stand at football games for my daughters’ high school, as well as other community fundraisers and services

Off the clock

Traveling with my two teenage girls to lacrosse tournaments around Maine and beyond; attending their indoor track meets, awards banquets and choir concerts; or simply enjoying the beach, dining out or catching a Sea Dogs or Red Sox game with them

How do you see the HM Payson approach differing from other institutions?

HM Payson fosters a collaborative work environment – using a team approach to tap resources from our Trust, Wealth Management and Investment groups – so we can take the appropriate amount of time and put our client’s needs first.

What’s your best day of work like?

I love the opportunity to help our clients – understand their estate plans, get to know them and their extended family as people, understand their needs and goals, find creative ways to problem solve issues specific to them, provide referrals to other professionals when warranted, or simply change a light bulb if I happen to be visiting and it needs to be done – it’s always rewarding when you know you’ve done right by our clients.

 
Portland: 207.772.3761
Damariscotta: 207.563.1854
info@hmpayson.com
Established 1854
An Integrated Financial Advisor