Chris Rogers’ primary goal as a financial advisor is to provide total family wealth management, developing creative solutions to his clients’ every financial objective and concern, and building relationships that can last for – and transcend – generations. Chris is proud to service a number of four-generation relationships and just celebrated his first fifth-generation relationship.
As a founding member of The Portland Harbor Group, Chris focuses on estate planning and wealth transfer, macroeconomic research, and determining asset allocation for the group’s five investment models. His financial skill and client commitment earned him recognition as one of Barron’s Top 1000 U.S. Financial Advisors in 2012, 2013 and 2016.*
Chris’ financial career began right out of college when he joined Shearson in 1983. After a number of mergers Shearson ultimately became Morgan Stanley. He spent 30 years with the firm before he and his partners moved to Raymond James in 2013.
An active member of the Greater Portland community, Chris has worked extensively with local charitable organizations. At Maine Children’s Cancer Program he sat on the advisory board from 1990 to 2009, served a term as board president and head of the allocations committee, and remains an honorary board member. He is a member of United Way of Greater Portland’s Tocqueville Society and served as co-chair in 2010 and 2015. He has served on the Children’s Miracle Network Maury Povich Open Golf Tournament Committee, volunteered at Wayside Soup Kitchen, and coached basketball, baseball and soccer for Falmouth Youth Sports. He is a member of Holy Martyrs Church, where he was parish council chair and part of the stewardship commission. He is also a trustee of Theta Delta Chi.
Chris is a lifelong resident of Maine. He graduated from Portland High School and then Bowdoin College in Brunswick, where he double majored in economics and government. He and his wife, Novaleigh, reside in Falmouth with their children Ryan, Aaron, Justin and Kaitlin. In his spare time Chris enjoys playing golf and basketball, reading, and boating on Sebago Lake.
* Barron’s rankings are based on data provided by over 4,000 of the nation's most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.