Gail develops, analyzes and maintains personalized investment plans for our clients. She also helps narrow down the universe of individual stocks, bonds and investment managers that our team relies on for investment strategies. In addition, she manages the trading operations for our Ambassador platform and is the primary contact for many clients, for whom she provides college, retirement and other investment planning.

A native of Maine, Gail graduated from Van Buren High School and received her bachelor’s degree in psychology from the University of Southern Maine. Gail entered the financial field in May of 1999 by accepting a role with A.G. Edwards & Sons in Stuart, Florida. She initially served as a financial assistant, which allowed her to develop her fundamental investment knowledge. In 2003, Gail found a good fit with The Dexter Group, where she was promoted to financial consultant and obtained her Chartered Retirement Planning Counselor^SM designation through the College for Financial Planning. Along with Eric, Gail joined Alex. Brown, a division of Raymond James, in 2019 to establish our Portland, Maine, branch.

Gail and her husband, Shannon, spend their free time in the mid coast area where they live.