Passumpsic Financial Advisors (PFA), the Trust & Investment division of Passumpsic Savings Bank, proudly announces the appointment of Timothy (Teo) Ufford-Chase as Junior Financial Consultant. This strategic addition reinforces PFA’s commitment to delivering exceptional client-focused financial guidance and expanding its trusted advisory team.

“We are excited to welcome Teo to the Passumpsic Financial Advisors team,” said Ryan Stewart, Senior Vice President and Managing Director. “His passion for financial education and his proven ability to connect with clients make him a strong addition to our advisory division.”

Teo brings nearly two years of hands-on experience from his tenure at Passumpsic Bank, where he excelled as a Service Representative at the Newport branch and served as a New Hire Trainor. In both roles, he earned a reputation for dedication, approachability, and leadership, consistently supporting colleagues and enhancing client experiences.

In his new role, Teo will focus on developing and nurturing client relationships, providing personalized financial planning and investment management services. He will also collaborate closely with senior consultants to ensure seamless daily operations and a high standard of service across the advisory team.

“Teo’s background in banking, coupled with his energy, curiosity, and client-first mindset, aligns perfectly with our mission at PFA,” added Stewart. “We look forward to his continued growth and contributions to our team.”