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Edward W. Rogers, Jr.
Edward W. Rogers, Jr.
Senior Vice President - Wealth Management
Retirement Plan Advisor
Wealth Advisory Specialist / Financial Advisor
100 Middle Street
P.O. Box 3838
Portland, ME 04101
tel: 207-775-5678
toll free: 800-442-6722
fax: 207-771-0870
Email Me
Welcome Associations Education Honors Services Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.

Ask me about Women & Co.®, a program offered by Citi to help women address the unique financial challenges they may face in their lifetimes. Visit www.womenandco.com.
Associations
  • Past Falmouth Legion Baseball Board Member
    Falmouth, ME
  • Past Falmouth Babe Ruth Baseball V.P.
  • Former North Yarmouth Academy Boys Head Varsity Basketball Coach
  • Safe Passage Golf Tournament
    Founder
  • Center For Grieving Children Golf Tournament
    Founder
  • Sebago Lakes Region Chamber of Commerce
    2009 Golf Tournament Committee Member
Education and Licensing
  • B.A. - Economics, 1981
    Minor - Mathematics
    Bowdoin College
    Brunswick, ME
  • Cheverus High School, 1977
    Portland, ME
  • Guided Portfolio Management Program
Honors and Recognitions
  • Guided Portfolio Manager
  • President's Council at Smith Barney
  • Chairman's Council
    Legg Mason
  • President's Council
    Legg Mason
Services
  • 529 Plans
  • Retirement Planning
  • Wealth Management
  • Asset Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Qualified Plans
  • Women and Company®
  • Professional Portfolio Management
  • Education Planning
  • 401k Rollovers
Business Experience
  • 2006 - Present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    Retirement Plan Advisor
    Wealth Advisory Specialist / Financial Advisor
    Portland, ME
  • 1990 - 2006: Legg Mason
    Senior Vice President - Investment
    Retirement Plan Consultant
    Wealth Management Specialist
    Portland, ME
  • 1981 - 1990: Shearson
    Sales Manager
    Senior Vice President - Investments
    Portland, ME
Bulletin Board
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
  • The Global Investment Committee is made up of senior professionals from Morgan Stanley & Co., Morgan Stanley Smith Barney, Citi Investment Research & Analysis and outside financial market experts. The Global Investment Committee provides advice to Morgan Stanley Smith Barney Financial Advisors and our clients through a disciplined process of fundamental research and a comprehensive analysis of economic and market conditions. See Special Reports to meet the members of the Global Investment Committee.
  • See Special Reports for the November Graystone Investor’s monthly featuring “Let’s Get Real: Looking for investments that can outpace future inflation. “How can investors position themselves for better times? The answer lies in investing with an eye toward outpacing inflation. We believe that investors should focus on real returns.”, says Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard, “In our view, it is now appropriate for investors to consider the future with far less fear and foreboding than in the middle of the Great Recession.” The economic and investment implications of this development are explored. Also inside, "Higher Prices, Lower Volatility” which explores the emerging market equities.
Edward W. Rogers, Jr. is licensed in the following state(s): CA, CT, FL, GA, HI, IL, IN, MA, MD, ME, NH, NJ, NV, NY, OR, PA, RI, SC, SD, VA, VT
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
FEATURED REPORTS

US Equity Strategy: The "Old" Normal; August 25, 2009 (pdf)

CPWM: Nine Signposts for 2009 (pdf)

FAQ: The Morgan Stanley Smith Barney Asset Allocation Models (pdf)
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