I understand firsthand the value of having a financial strategy. When I began my first job, my father recommended that I immediately start saving for retirement. What I initially thought of as minor contributions in fact made a significant impact over time. His lesson has allowed me to have more choices in life. I am driven to help my clients overcome the intimidation and apprehension often associated with investing so that they may live their lives with more options and with as few surprises as possible.
At the beginning of each client relationship, my goal is to understand their current situation and what is most important to them. I work together with clients to build customized strategies and maintain open communication throughout their lifetime to help keep them on track. I am honored to serve clients who value a caring, dedicated partnership. Though I appreciate working with all types of investors, I am especially passionate about helping women facing life transitions.
After 15 years in banking, I joined Edward Jones as a financial advisor in 2016. Shortly thereafter, I was awarded the Zeke McIntyre Pioneer Award, which recognizes the firm’s top performing, new financial advisors. Within the firm, I currently serve as Maine’s recruiting leader and was previously Maine’s inclusion and diversity leader. I also serve as a board member of MDI Historical Society, a board member of Bar Harbor Chamber of Commerce and a member of MDI/Bar Harbor Rotary.
My family and I moved to Bar Harbor in 2014 and are currently renovating our 1840 home. In my free time, I love cooking, baking, fitness, travel and hiking with my family in Acadia National Park.
I invite you to learn more about the benefits of a partnership with my team. Contact my office today. I am happy to connect through Zoom, over the phone or in person at a time convenient for you.
- Divorce Finances
- Retirement Savings Strategies
- Socially Conscious Investing
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
My Personal Interests
- Spending Time with Family
- Wine Collecting/Enthusiast
Office Address71 Cottage Street Suite A
Bar Harbor, ME 04609
Phone NumberElise N Frank at (207) 288-3903
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