It starts with you
For us, success is about helping you reach your goals, not a number.
See how we work
What’s important to you?
You have priorities and we have the insights you need to keep them front and center.
A real advantage
Industry-leading research and expert analysis are here to help you stay ahead.
Explore our insights
Get the right guidance for you
Connect with an advisor and start a conversation about your goals.
Contact a financial advisor
Not who you're looking for?
Get to know some of our other financial advisors.
Find another advisor
1 MONUMENT SQPORTLAND,
Learn more about an advisor’s background on FINRA’s BrokerCheck
Merrill Lynch has served the Maine community from the Portland, ME branch since 1976. The financial advisors, support staff, and office management team have a long history of helping individuals, families and businesses in wealth accumulation, preservation, and transfer strategies using a 5 step "Goals-Based Management Process". We organize goals by topical areas that include: retirement planning, income and wealth preservation, family & estate planning services, philanthropy, liquidity & credit management, income optimization and tax & business management. Our financial advisors draw on the unparalleled depth and breadth of services offered by Merrill Lynch and our parent company, Bank of America, to deliver advice to clients through relationships based on mutual trust and respect. The nine Northern New England offices are led by Market Executive, Paul Lehrman. Other members of the leadership team include Portland, Maine Resident Director Jonathan Singer, Administrative Managers Nancy Gagne and Richard Heller, and Client Relationship Manager Sherah Rickert. For more information or an introduction to a financial advisor, please call (207) 775-3755.
Privacy & Security
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Investment products, insurance and annuity products:
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith, Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.