Financial Specialists

We work with our clients for tax sensitivity, long and short-term liquidity needs, building personalized portfolios to protect and grow wealth, trust & estate planning, retirement planning.

Daniel J. Kimbell - CTFA Senior Vice President Senior Investment Officer, Certified Trust and Financial Advisor (802) 751-4334 Email: dkimbell@passumpsicbank.com

Over 20 years of experience—including investment management financial planning, estate planning, fiduciary relationship management, retirement funding.

Ryan J. Stewart - CTFA, CMA, AIF Vice President Investment Strategist, Certified Trust and Financial Advisor, Chartered Market Analyst, Accredited Investment Fiduciary (802) 751-4336 Email: rstewart@passumpsicbank.com

Over 14 years of experience in the areas of investment planning, market and securities analysis, securities trading, and portfolio management.

*NON-DEPOSIT INVESTMENT DISCLOSURE
The Investment Management Division of Passumpsic Savings Bank utilizes equities and fixed income securities to build individualized portfolios. These products are: Not insured by the FDIC; Not a deposit or other obligation of, or guaranteed by, the Bank; Subject to investment risk, including possible loss of the principal amount invested.