Portland, Maine, June 9, 2025 – Camden National Wealth Management, a trusted provider of comprehensive financial services, is pleased to announce the expansion of its division with the appointment of two experienced Wealth Management Officers: Jason C. Allen, CFP®, Vice President, Senior Wealth Relationship Manager, and Jonathan Dolloff, Vice President, Portfolio Manager. These strategic additions reflect the bank’s continued commitment to delivering personalized investment management and financial planning solutions to both individual and institutional clients.
Jason C. Allen, based in Kennebunk, Maine, offers deep expertise in trust and estate planning and will provide guidance on trustee services, tax-efficient wealth transfer, and multi-generational financial planning. He joins Camden National Wealth Management from HM Payson, where he was instrumental in developing comprehensive planning strategies for high-net-worth clients. Jason will play a pivotal role in bolstering Camden National Bank’s presence in Southern Maine.
Jonathan Dolloff brings over 12 years of investment strategy experience, focusing on helping clients achieve long-term financial security. Prior to joining Camden National Wealth Management, he was a Portfolio Manager with The First National Bank. He will serve clients in Maine's Northern, Downeast, and Mid-coast communities, reaffirming our long-standing commitment to this region. He will manage client portfolios aligned with their individual investment goals, clearly communicate investment decisions, and deliver ongoing insights to enhance performance.
“With the addition of Jason and Jonathan, we are further strengthening our team to deliver personalized financial guidance and high-touch service,” said Garrett McKnight, Director of Camden National Wealth Management. “Their diverse experience and professional expertise make them valuable additions as we continue to support clients in preserving and growing their wealth for generations to come.”
Camden National Wealth Management’s team delivers a full suite of services, including investment management, retirement strategy development, trust and estate planning, tax optimization, and charitable giving solutions. These services are designed to support clients through every stage of life.
For more information about Camden National Wealth Management offerings, visit CamdenNational.bank/wealth-management.
Camden National Corporation (NASDAQ: CAC) is Northern New England's largest publicly traded bank holding company, with $7.0 billion in assets. Founded in 1875, Camden National Bank has 72 banking centers in Maine and New Hampshire, is a full-service community bank offering the latest digital banking, complemented by award-winning, personalized service. Additional information is available at CamdenNational.bank. Member FDIC. Equal Housing Lender.
Comprehensive wealth management, investment, and financial planning services are delivered by Camden National Wealth Management.