F U L L C O N T E N T S O N PA G E 4
F O C U S W E A LT H M A N A G M E N T / R E T I R E M E N T
S TA R T I N G O N P A G E ??
20 Exit strategy
This is proving to be a
tough year to create let
alone follow through on a
succession plan.
17 Staying calm
Investment advisors from
around Maine offer 5 ways
to stay the course in a
turbulent time.
P H O T O / T I M G R E E N WAY
Tracey Daigle Tracey Daigle, a certified financial planner and chief , a certified financial planner and chief
compliance officer at compliance officer at Robinson Smith Wealth Advisors Robinson Smith Wealth Advisors
in Portland, is one of a growing number of women with in Portland, is one of a growing number of women with
key roles in the wealth management sector. key roles in the wealth management sector.
More Maine women make
their mark in wealth
management
W E A LT H M A N A G M E N T / R E T I R E M E N T F O C U S
B y R e n e e C o r d e s
$2.00
May 5, 2020
VO L . X X V I N O. I X
www.mainebiz.biz