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Lisa A. Chase profile image

Lisa A. Chase

Paralegal at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">MCCANDLESS LLC</span>
Intro Book
Experienced trust and financial professional with expertise in trust management and wealth planning.
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Location
Portland, Maine Metropolitan Area, US
Skills
  • Trust Services
  • Investments
  • Trust Management
  • Estate Planning
  • Wealth Management
  • Show all
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Bio

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Lisa A. Chase is a seasoned trust and financial professional with 30+ years of experience in trust services, investments, and estate planning. She has worked in various roles, including paralegal, CTFA, and trust officer, with expertise in trust management, wealth management, and portfolio management. She holds a degree in Paralegal Studies from Rivier University and is certified as a Certified Trust and Financial Advisor by the American Bankers Association.

Credentials

  • Certified Trust and Financial Advisor
    American Bankers Association
    Oct, 2006
    - May, 2026

Experience

  • MCCANDLESS LLC
    • Portland, Maine Area
    • Paralegal
      • Jan 2018 - Present
      • Portland, Maine Area
  • Plimsoll Mark Capital
    • Portland, Maine Area
    • CTFA
      • Mar 2011 - Nov 2017
      • Portland, Maine Area
  • H.M. Payson & Co.
    • Portland, Maine Area
    • Trust Officer
      • Sep 1997 - Mar 2011
      • Portland, Maine Area
  • Pierce Atwood
    • Portland, Maine Area
    • Paralegal
      • 1987 - 1997
      • Portland, Maine Area

      Real Estate and Trust & Estates

Education

  • 2003 - 2006
    Cannon Trust Schools
  • 1981 - 1985
    Rivier University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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