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Dominic Guimond

Advisor at Stillwater Investing

Updated today
Stillwater Investing logo

Firm

Stillwater Investing

Location

Portland, ME 04103

Credentials

Series 65

Industry experience

5 years

Fee options

Percentage

$0+: 1% annually (Defensive Strategy) +: 2% annually (Active Strategy)

Project-based

$250 per hour for both Financial Planning and Financial Consulting services

Other

Account minimum: $500

Work history

Stillwater Investing Inc.

2020 - Present (6 years)

Tyler Technologies

2019 - Present (7 years)

UnEMPLOYED

2019 - 2019 (1 year)

Tyler Technologies

2018 - 2019 (1 year)

University Of Maine

2015 - 2019 (4 years)

Shaws Supermarkets

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

April T

Series 66

Portland, ME

Merrill

April Ylvisaker Tardiff serves as a Resident Director - Wealth Management Advisor at Merrill Lynch Wealth Management. She has been in the financial services industry since 2004 and joined Merrill Lynch in 2012. In her role, April focuses on delivering comprehensive wealth management strategies tailored to individual client needs, with expertise in areas such as college education planning, divorce transition planning, liquidity management, personal retirement planning, portfolio management services, socially responsible and ESG investing, as well as retirement income planning. April holds a Bachelor's Degree from the University of Maine System and has earned several professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She and her team leverage both their industry knowledge and the global resources of Merrill to provide a full range of wealth management services, particularly assisting corporate executives in integrating corporate benefit programs into long-term financial strategies. Beyond her professional career, April is involved with various community organizations such as Opera Maine, Portland Ovations, Portland Symphony Orchestra, and the University of Southern Maine Alumni Association. Her personal interests include boating, cooking, golfing, hiking, music, reading, running, skiing, spending time with family, and yoga.

Wealth management Retirement income strategy Social Security optimization ESG / Sustainable investing Executive Women Professionals Women's Finance

Lucas D

CFP®, Series 66

Portland, ME

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner

John D

Series 63, Series 66

Windham, ME

Edward Jones

Retirement income strategy Divorce financial planning Self-Employed

Jessica S

Series 66

Gorham, ME

Edward Jones

General retirement planning Retirement income strategy General estate planning guidance Multi-generational wealth transfer

Dillon B

Series 66

Portland, ME

Fidelity

Dillon Burns is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has held various roles at Fidelity Investments since 2018, including Investment Consultant, Client Relationship Manager, and Financial Representative. His experience encompasses client relationship management and investment consulting. Dillon's approach focuses on understanding each client's past, present, and future to collaborate effectively throughout the financial planning process. He aims to help clients implement plans that align with their unique goals and preferences, ensuring that today's financial decisions support their future priorities. Outside of his professional role, Dillon enjoys hiking, skiing, attending concerts, and playing board games.

Wealth management Passive / index investing Active portfolio management

Martin M

Series 63, Series 65

Portland, ME

Merrill

Martin Madden is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies that help clients pursue their long-term financial goals. He focuses on providing services for endowments, foundations, and non-profits, defined benefit and defined contribution plan investment consulting, as well as personal retirement planning and retirement income solutions. Martin works closely with successful professionals to create cash flow projections and financial models that enable clients to gain flexibility and security in their retirement years. Martin holds a Bachelor's Degree from Providence College and a Master's Degree from DePaul University. He has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also serves as a board member for SMCC and participates in community initiatives such as Junior Achievement, Maine. In his personal time, Martin enjoys activities including chess, golfing, hiking, skiing, and spending time with his family. He values community involvement and dedicates effort to volunteering with local organizations.

General retirement planning Retirement income strategy Income planning Wealth management
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