Issue link: https://nebusinessmedia.uberflip.com/i/1242204
V O L . X X V I N O. I X M AY 5 , 2 0 2 0 4 PUBLISHER Donna Brassard EDITOR Peter Van Allen DIGITAL EDITOR William Hall SENIOR WRITER Renee Cordes SENIOR WRITER Maureen Milliken SENIOR WRITER Laurie Schreiber ADVERTISING SALES DIRECTOR Andrea Tetzlaff SENIOR ACCOUNT MANAGER Ken Hanson SENIOR ACCOUNT MANAGER Betsy VanderPloeg ACCOUNT MANAGER Matthew Carey MARKETING/OPERATIONS DIRECTOR Alison Nason CONTRIBUTING WRITER Mark Jeanneret, Jim Milliken RESEARCH DIRECTOR Timothy Doyle RESEARCH ASSISTANT Heide Martin ART DIRECTOR Matt Selva HOSPITALITY EMERITUS Zoey A division of New England Business Media LLC C E O Peter Stanton PRESIDENT Joe Zwiebel C F O / C O O Mary Rogers GROUP PUBLISHER Donna Brassard DIGITAL DIRECTOR Jan Holder C O N T E N T S Portfolio shift More Maine women make their mark in wealth management 14 17 Investing in staying calm Wealth advisors say there is still sure advice for an uncertain time 20 Tough year for an exit strategy The pandemic is complicating succession planning 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 I N D U S T R Y T H U M B N A I L O N PA G E 1 3 » HERE FOR YOU YESTERDAY, TODAY, AND TOMORROW. STRONGER TOGETHER. Securities and insurance products are oered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are oered through Cetera Investment Advisers LLC. Neither firm is a•liated with Saco & Biddeford Savings Institution where investment services are oered. Investments are: Not FDIC Insured No Bank Guarantee May Lose Value sbfsonline.com 1-888-978-PLAN (7526) 252 Main St. Saco, ME 04072 C M Y CM MY CY CMY K MaineBiz Wealth Mgmt Ad 2020.pdf 1 4/21/2020 8:28:29 AM P H O T O / R E N E E C O R D E S P H O T O / J I M N E U G E R Bryan Thompson, a partner at Thompson-Hamel, says clients aren't feeling so much panic as a "raised level of anxiety." At Boston Financial Management in Portland, managing director Abby Psyhogeos, right, is grooming associate wealth manager Katie Exchange as her successor. They are shown here at their Commercial Street office last year. 14 17