Chris Rogers’ primary goal as a financial advisor is to help provide total family wealth management, developing creative strategies 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 recently celebrated his first fifth-generation relationship.
As a founding member of The Portland Harbor Group of Raymond James, Chris focuses on estate planning and wealth transfer, macroeconomic research, focusing on successful retirement outcomes, 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 1200 U.S. Financial Advisors in 2016 and 2017.* He was also recognized on the Forbes Best-in-State Advisors List in 2019 and 2020.
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 has also Chaired the Edward Rogers Memorial Golf Tournament that has raised $500,000 for MCCP since its inception in 2000. 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 a trustee of Theta Delta Chi Fraternity. He has served on the Governance Committee of The Good Shepherd Food Bank since 2017 and joined the Board of Directors in 2019, and he joined the Board of Directors of the Maine State Society for the Protection of Animals in May 2018.
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 where they raised their four children Ryan, Aaron, Justin and Kaitlin. In his spare time Chris enjoys playing golf and basketball, reading, and boating on Sebago Lake.
Raymond James is not affiliated with independent organizations or charities named herein.
*Barron's Top 1,200 Financial Advisors, 2016 and 2017. Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. In 2020, out of approximately 32,000 nominations, more than 4,000 advisors received the award. In 2019, out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.