Joseph M. Pratt
Senior Vice President, Senior Wealth Manager, Maine Team Leader at Bar Harbor Wealth Management
Based in Bangor, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Bangor
Industry
Financial Services
Company size
14
Contact information
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j•••••••@barharbor.bank
Phone
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Background
About Joseph M. Pratt
Joe has been a financial advisor and fiduciary since 1992. He oversees Bar Harbor Trust Services - the wealth services team in Maine. The ME and NH wealth services companies have a combined staff of 30, over $2 billion in client assets, and about clients. Joe specializes in retirement planning; estate planning; generational wealth transfer; and charitable gift planning."I really enjoy helping clients prepare for and transition into retirement, and implement plans to pass their wealth to their heirs and charity. I also enjoy helping nonprofits manage their endowment and investment funds and maximize their success attracting more and larger planned gifts."
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