Junior Financial Specialist – Timothy Ufford-Chase
Timothy Ufford-Chase
Junior Financial Consultant
Investment Advisor Representative, Registered Representative - Osaic Institutions, Inc.*
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.
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*Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Passumpsic Financial Advisors is a trade name of the bank. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
Not a deposit | Not insured by any government agency
Securities Offered Through Osaic Institutions, Inc. Member FINRA/SIPC
Not FDIC Insured | Not guaranteed by the bank | May go down in value