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, Midcoast Youth Hockey
Board Member, Freeport United Soccer Club.
Susan Curtis Foundation (Investment Committee, Finance Committee)
“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 Trader, Jeffrey focuses on portfolio implementation and trade execution. In addition to trading, Jeffrey is a co-manager on Payson’s ESG Equity Strategy and provides technical analyses for securities that the firm is invested in.
Jeffrey and his wife Amanda live in Pownal with their three daughters, Taryn, Logan and Caden. If Jeffrey is not at the office or with his family, you’ll probably find him coaching on the soccer field or in the hockey rink. Jeffrey also enjoys hiking and golf.
