Experience
HM Payson since 2017
Norton Financial Services 2011-2017
Education
B.S., University of Southern Maine 2011
Business major, concentration in finance and economics
Giving back
President – Freeport United Soccer Club
Investment Committee Member – Susan Curtis Foundation
Coach – Casco Bay Youth Hockey & Freeport United SC
“From the top down, everyone has a seat at the table and a voice heard. It's very collaborative and very much a team approach.”
Jeffrey Soules grew up in Scarborough and, after graduating from the University of Southern Maine, started his career with Norton Financial Services as a credentialed financial advisor and Accredited Investment Fiduciary. In 2017, Jeffrey joined HM Payson – “a premier RIA in the state of Maine” in his eyes.
As a Portfolio Manager and Trader, Jeffrey focuses on the implementation and execution of the investment strategy into client portfolios. Jeffrey is also a co-manager on each of the five equity strategies offered at HM Payson and provides technical analysis to the Investment Research team.
Jeffrey and his wife Amanda live in Pownal with their three daughters and one son: Taryn, Logan, Caden and Declan. Outside of the office, you’ll probably find him coaching on the soccer field or in the hockey rink.
