What departments does Penobscot Financial Advisors have?

Penobscot Financial Advisors has employees across 3 departments including Operations, Finance, Customer Success.

What is the largest department at Penobscot Financial Advisors?

The largest department at Penobscot Financial Advisors is Finance with 9 employees.

Where are Penobscot Financial Advisors employees located globally?

Penobscot Financial Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Penobscot Financial Advisors's team size changed over time?

Penobscot Financial Advisors's team has decreased from approximately 18 to 17 employees based on available data.

Penobscot Financial Advisors Employee Directory

Financial ServicesMaine, United States11-50 Employees

Our company specializes in plan participant-level asset management services. 

This page provides routine articles and resources that may be of interest to the plan participants, plan sponsors, and plan vendors who we service.  Areas of special interest are:
Cash Management
Investment Planning
Tax Planning
Retirement Planning
Estate Planning
Risk Management
Economics
Articles of interest to those in our target client bases, including people who work in the fields of Education, Healthcare and Government


Disclosure:   Penobscot Wealth Management d/b/a Penobscot Financial Advisors is an SEC Registered Investment Advisor.  Please visit our website https://penobscotfa.com/disclosure-privacy-policy/ for important disclosures.

Find Penobscot Financial Advisors employees' phone numbers or email addresses

Penobscot Financial Advisors Global Highlights

North America
24

United States Of America
24

Penobscot Financial Advisors's Leadership

H. T.
Chief Operations Officer
Mobile Phone
Email
S. C.
Chief Investment Officer
Mobile Phone
Email
J. B.
Founder And President
Mobile Phone
Email
T. H.
Lead Financial Advisor
Mobile Phone
Email
J. W.
Client Success Manager
Mobile Phone
Email
H. S.
Portfolio Manager
Mobile Phone
Email
H. H.
Client Relationship Manager
Mobile Phone
Email
C. J.
Managing Principal & Financial Advisor
Mobile Phone
Email

Penobscot Financial Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Legal
Accounting
Administrative
Analytics
Other

Contact profiles from Penobscot Financial Advisors

Name

Title

Contact Info

Location

Last Update

H. T.
Chief Operations Officer
Mobile Phone
Email
United StatesMaine
Jan 14, 2026
J. B.
Founder And President
Mobile Phone
Email
United StatesMaine
Jan 14, 2026
S. C.
Chief Investment Officer
Mobile Phone
Email
United StatesMaine
Jan 14, 2026
T. H.
Lead Financial Advisor
Mobile Phone
Email
United StatesMaine
Jul 22, 2025
J. W.
Client Success Manager
Mobile Phone
Email
United StatesMaine
Mar 12, 2026
H. S.
Portfolio Manager
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
H. H.
Client Relationship Manager
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
C. J.
Managing Principal & Financial Advisor
Mobile Phone
Email
United StatesMaine
Jan 14, 2026
R. D.
Client Services Associate
Mobile Phone
Email
United StatesMaine
Jan 14, 2026
T. G.
Client Associate
Mobile Phone
Email
United StatesMaine
Mar 24, 2026

Frequently Asked Questions

What is Penobscot Financial Advisors known for?

Penobscot Financial Advisors was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 1 Monument Square Suite 501 Portland, Maine 04101 United States. Explore Penobscot Financial Advisors's company overview page for more information.

What is Penobscot Financial Advisors's most common email format?

Penobscot Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Penobscot Financial Advisors email formats with LeadIQ.

How many employees does Penobscot Financial Advisors have currently?

Penobscot Financial Advisors has approximately 11 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Penobscot Financial Advisors's key employees and leadership?

As of March 2026, Penobscot Financial Advisors's key employees include:

Chief Operations Officer: H. T.
Chief Investment Officer: S. C.
Founder And President: J. B.
Lead Financial Advisor: T. H.
Client Success Manager: J. W.

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