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Steve Guthrie

Senior Vice President, Investments at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Raymond James &amp; Associates, Inc.</span>
Intro Book
Results-driven financial professional with 38 years of experience in investments and portfolio management.
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Location
Portland, Maine, United States, US
Skills
  • Portfolio Management
  • Financial Advisory
  • Securities
  • Investments
  • Finance
  • Show all
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Bio

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Steve Guthrie is a seasoned financial professional with 38 years of experience in investments, portfolio management, and financial advisory. He holds a Bachelor of Arts in economics from Dartmouth College and has worked for prominent firms like Morgan Stanley and Raymond James & Associates, Inc. As a Senior Vice President, Investments at Raymond James, he focuses on retirement planning and portfolio management. He is a licensed professional with Series 7 certification and has a strong track record of delivering results-driven financial solutions.

Experience

  • Raymond James & Associates, Inc.
    • Two Portland Sq, 7th Fl, Portland, Maine 207-77...
    • Senior Vice President, Investments
      • Jun 2013 - Present
      • Two Portland Sq, 7th Fl, Portland, Maine 207-77...

      Stephen Guthrie is driven, both professionally and personally, by a deep concern for his clients’ welfare. He wants to see each of them reach their goals and, ultimately, enjoy stress-free retirements. As a founding member of The Portland Harbor Group, Steve focuses primarily on retirement planni...

  • Morgan Stanley Smith Barney
    • 100 Middle Street, Porltnad, Maine 04101
    • Financial Advisor
      • Jan 1975 - Jun 2013
      • 100 Middle Street, Porltnad, Maine 04101

Education

  • Dartmouth College

Suggested Services

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

Industry Focus. “Investment Banking”

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