New branding announcement
 

 

Spotlight on Casco Bay Wealth Advisors

Our team aims to provide unparalleled service to build confidence and trust in our clients, working with you to create a customized plan, tailored specifically to your needs. Read on for staff news and team updates.

Casco Bay Wealth Advisors hires Alexander Mills as a Financial Advisor

Alexander Mills WEB

We at Casco Bay Wealth Advisors are excited to announce that Alexander Mills has joined the firm as a Financial Advisor.  He was previously employed with Baystate Financial.  Alex builds personalized financial strategies to help clients reach their financial goals.

Casco Bay Wealth Advisors at the TD Beach to Beacon 2022

August 2022

Several CBWA folks were spotted at the annual TD Beach to Beacon 10K this year! Kevin Carbin, Leslie Couper, and Michelle Gagnon all braved the heat to join in the prestigious and scenic race for charity, which starts in Cape Elizabeth near Crescent Beach and finishes at the western end of our namesake Casco Bay, near Portland Head Light.

Leslie Start B2B
 
Michelle B2B
 
Kevin Finish B2B Crop

 

 


Michelle Gagnon runs the Maine Coast Half Marathon!

May 2022

This spring marks the completion of Michelle Gagnon’s first half marathon. Michelle, our longest-serving staff member here at Casco Bay Wealth Advisors, took up running in October 2021 and hasn’t looked back! She successfully finished the Maine Coast Half Marathon in Wells this May and looks forward to more races to come. Congratulations, Michelle!

Michelle Half Marathon 4
 

 


Casco Bay Wealth Advisors Principal Leslie Couper Runs Boston Marathon

October 2021

The Casco Bay team is proud to announce that Leslie Couper, CFP® and Principal Supervisor of our firm, successfully completed the Boston Marathon. After much hard work to qualify for 2020's race, which was canceled due to pandemic precautions, we are celebrating Leslie's triumph in achieving a longtime personal goal in completing the prestigious race in 2021!

Boston Marathon 4
 
Boston Marathon Finish