Our story

The Doolan/Eldredge Group at Morgan Stanley manages capital for small business owners, medical professionals, successful families and not-for-profit organizations. It is important to us that our clients have a deep understanding of our wealth management strategy and our capability to help meet any needs. Our clients look for us to provide candid portfolio management, extensive financial planning and personalized service.

The Doolan/Eldredge Group is a small, accessible boutique that seeks to leverage the vast array of Morgan Stanley resources which allows us to help deliver customized solutions to each of our clients. Our success lies in our collective knowledge of global allocation strategies, fixed income securities, tax efficient strategies, alternative investments, liquidity solutions and estate planning strategies.
Services Include
  • Financial Planning1
  • Alternative Investments2
  • Professional Portfolio Management3
  • Estate Planning Strategies4
  • Business Succession Planning5
  • Municipal Bonds6
  • Corporate Bonds7
  • Cash Management8
  • Trust Accounts9
  • Lending Products
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

What differentiates us?

Small Boutique within a Preeminent Investment Bank

Deep and Reliable Client Service Model
Each client hears from us on a regular basis
Customized asset allocation

World Class Resources
Broad non-proprietary alternative investment platform
Internal strategic estate and financial planning specialist
One of largest underwriters of municipal bonds (source: Bloomberg U.S. Municipal Bond Underwriter Rankings)

Fee Conscious
Use of individual stocks, bonds and ETFs keeps client management fees down

Tax Sensitivity
Year-end tax reviews to help remove avoidable capital gains
Use of municipal bonds where appropriate
Ability to integrate with client’s team (i.e. CPA, Estate Attorney)

In-Depth Financial Planning
Compare multiple financial planning scenarios
Stress test the client’s financial plan

National, State & Firm Recognition
Todd was selected as Barron’s Magazine Top 1200 Financial Advisors in 2014-2019, achieving the #1 ranking in Maine from ‘16-’19. Todd was also named to Forbes’ Magazine Best-In-State Wealth Advisors in 2018 & 2019 (#1 in Maine) and has been a consistent member of Morgan Stanley’s President’s Club since 2002.

Iain has been named to Morgan Stanley's Pacesetters Club for 2017 & 2018; a global recognition program for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first class client service.

Awards

•2019: Todd was named to Barron's Magazine Top 1200 Financial Advisors (#1 in Maine)
•2019: Todd was named to Forbes' Magazine Best-In-State Wealth Advisors (#1 in Maine)
•2018: Todd was named to Barron’s Magazine Top 1200 Financial Advisors (#1 in Maine)
•2018: Todd was named to Forbes' Magazine Best-In-State Wealth Advisors (#2 in Maine)
•2017: Todd was named to Barron's Magazine Top 1200 Financial Advisors (#1 in Maine)
•2016: Todd was named to Barron's Magazine Top 1200 Financial Advisors (#1 in Maine)
•2015: Todd was named to Barron's Magazine Top 1200 Financial Advisors (#3 in Maine)
•2014: Todd was named to Barron's Magazine Top 1200 Financial Advisors (#2 in Maine)

    Todd named #1 in Maine by Forbes for 'Best-in-State Wealth Advisors'

    https://www.forbes.com/best-in-state-wealth-advisors/#1aebfa1b291d

      Location

      100 Middle St
      3rd Fl
      Portland, ME 04101
      US
      Direct:
      (207) 771-0800(207) 771-0800
      Toll-Free:
      (800) 442-6722(800) 442-6722

      Meet The Doolan/Eldredge Group

      About Me

      Morgan Stanley Financial Advisor 1989 - Present
      Lehman Brothers - Institutional Equity Trader 1985-1989
      BA Brown University
      Series 7, 63 & 65 Licensed
      Life, Annuities & Long Term Care Insurance Licensed
      2014: Barron’s Magazine Top 1200 Financial Advisors (#2 in Maine)
      2015: Barron’s Magazine Top 1200 Financial Advisors (#3 in Maine)
      2016: Barron’s Magazine Top 1200 Financial Advisors (#1 in Maine)
      2017: Barron’s Magazine Top 1200 Financial Advisors (#1 in Maine)
      2018: Forbes' Best-in-State Wealth Advisors (#2 in Maine)
      2018: Barron's Magazine Top 1200 Financial Advisors (#1 in Maine)
      2019: Forbes' Best-in-State Wealth Advisors (#1 in Maine)
      2019: Barron's Magazine Top 1200 Financial Advisors (#1 in Maine)
      Morgan Stanley Chairman’s Club Member
      Past President of the Rotary Club of Freeport, currently serves on the District Foundation Committee
      Past Board Member of Freeport Community Services and the TriTown Little League
      President – Brown Club of Maine
      Securities Agent: ME, WA, VT, VA, UT, TX, TN, SC, RI, PA, OR, OH, NY, NJ, NH, MT, MI, MD, MA, ID, GA, FL, DC, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1798909

      About Me

      Morgan Stanley Financial Advisor 2012 - Present
      Morgan Stanley Pacesetter's Club in 2017 & 2018 - recognition program for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first class service.
      Prior business experience with Hannaford, Idexx and Vail Resorts
      Brown University, BA - Economics; member of Men’s Soccer Team
      Series 7, 63 & 65 Licensed
      Life, Annuities & Long Term Care Insurance Licensed
      Member of the Maine Estate Planning Council
      Volunteer coach with local Seacoast Maine youth soccer teams and Greely High School Varsity Boys Soccer
      Securities Agent: TX, ME, WA, VT, VA, UT, TN, SC, RI, PA, OR, OH, NY, NJ, NH, MT, MI, MD, MA, ID, GA, FL, DC, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
      NMLS#: 1682651

      About Me

      Portfolio Associate, Senior Registered Associate 1998- Present
      24 Years of Financial Industry Experience
      Series 7, 63 & 66 Licensed
      Board member for LearningWorks2011 - May 2016

      About Me

      Kevin serves as an additional contact for clients of The Doolan/Eldredge Group. He started his professional financial services career in 2018 at Morgan Stanley. Prior to working at Morgan Stanley Kevin has worked in customer service industry for the past nine years; while being a full-time retail stock and options trader from 2016 to 2018.

      Kevin is a native to the city of Portland and graduated from Deering High school and finished with a BS from the University of Southern Maine. Kevin intends to continue his career in financial capital markets here at Morgan Stanley. Prior to Morgan Stanley Kevin has experience in working in a corporate environment working at Idexx Laboratories and worked as a Pharmacy Technician at one of Maine’s largest retailers, Hannaford’s.

      Kevin’s passion outside of work is traveling, food, volunteering, and sports.
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      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
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      • Wealth Planning
      • Traditional Investments
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      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
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      Business Planning

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      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
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      • Foundations
      • Donor Advised Funds
      • Impact Investing
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      Ready to start a conversation? Contact The Doolan/Eldredge Group today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

      3Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      6Income generated from an investment in a municipal bond is generally exempt from federal income taxes. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax.

      7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

      8Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

      Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

      9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


      CRC 2019752 10/2018