Alexandra Scott

Within our Wealth Management Department, Alexandra oversees the maintenance of trust databases and record-keeping systems.  She prepares Trust Summaries and administers required trust accountings, fiduciary tax returns, and tax payments.  She monitors and interacts directly with custodians of trust funds and participates in client meetings, as requested by trustees.  She coordinates with various constituents, including trustees, personal representatives, beneficiaries, internal investment managers, and outside professionals to communicate, plan, and facilitate decision-making about the nature and timing of distributions and to clarify roles and responsibilities.

Alexandra moved to Maine from Massachusetts in 2018.  In her free time, she enjoys spending time with her family, attending barre class, playing soccer, and reading.  She also enjoys exploring all the restaurants in the Portland area.