Lisa Carey was pleased to join the Portland Harbor Group of Raymond James as a sales associate in 2016.
Lisa has been working in the finance industry since 2012. In addition to the position of sales associate, she has also worked in operations. Prior to joining this industry, Lisa has nearly twenty years of experience in outside sales and client services.
Originally from Newburyport, Massachusetts, Lisa spent the majority of her childhood in Winthrop, Maine as the youngest of five children. She attended Salem State College and Westbrook College majoring in Business Administration.
She has lived in greater Portland area for several years, having resided in Westbrook for the past eight years. When out of the office, Lisa loves to travel; Italy being her favorite destination. She also enjoys running, weight lifting, sampling the many wonderful restaurants Portland has to offer and outings with her miniature Dachshund, Max.
Lisa is very happy with her move to the Portland Harbor Group and looks forward to forging lasting relationships with clients and continuing to provide them with excellent service.
Claire Cooney is a financial planning associate with The Portland Harbor Group of Raymond James. She believes the cornerstone of a successful client-advisor relationship is the mutual trust and respect that develops over time, and she is deeply committed to helping our clients realize their long-term financial goals. She provides a comprehensive approach to financial planning through the products and services offered through Raymond James. She works diligently to meet her clients’ expectations with exceptional customer service with the intention of being their trusted wealth advisor for life. In addition, she is the insurance coordinator for the team and is responsible for insurance, long term care and annuities strategies for their clients. She also oversees our team’s marketing efforts.
- Two Portland Square, 7th Floor Portland, ME 04101-4088
- T: 207.771.1800
- F: 866.597.3923
- TF: 866.680.1196
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