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Contact A Residential Loan Advisor

Allie Beliveau

Allie Beliveau
Residential Loan Advisor
Vermont
(802)751-4275

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+1 (800) 370-3196

+1 (802) 748-3196

Find a Location

Routing Number: 211674775

For Debit Card issues, call 1 (800) 370-3196 during regular business hours, or 1 (833) 809-9954 nights, weekends, or holidays.

© Passumpsic Bank 2026. All Rights Reserved Member FDIC.

Equal Housing Lender. SBA Preferred Lender. NMLS #463952

Timothy Ufford-Chase

Junior Financial Consultant

Timothy Ufford-Chase (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 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.

Jackie Patridge

Jackie joined the bank in 2011 and transitioned into the role of Commercial Banker in 2018. She thrives on helping customers reach their financial goals by supporting their aspirations and guiding them through what can feel like a chaotic process. Outside of work, you’ll find Jackie exploring the mountains with Finnegan, her favorite four-legged hiking partner.

Angela Roy

Angela Roy

Vice President, Investment Analyst

Angela joined Passumpsic Financial Advisors in 2019, having previously worked for Passumpsic Bank. Angela is responsible for assisting the Chief Investment Officer in the management of PFA’s stock and bond portfolios including the bank’s own stock portfolios.

Daphne Bullock

Daphne Bullock

Vice President, Trust Administrative Officer & Operations Manager

Daphne has been with Passumpsic Financial Advisors since 2019. She is responsible for the administration of trust, estate, probate, agency and retirement accounts.

Ryan J. Stewart

Ryan J. Stewart

Senior Vice President, Chief Investment Officer

Ryan has over 28 years of experience in the areas of securities analysis, securities trading, investment planning, and portfolio management.

Ryan Thompson

Assistant Vice President, Passumpsic Bank
Investment Advisor Representative, Registered Representative - Osaic Institutions, Inc.
Registered FINRA Series 7 & 66

Ryan joined Passumpsic Financial Advisors in March of 2023, covering the North Country of NH communities and Newport, VT. Ryan brings a wealth of knowledge to the position having previously been with Citizens Bank as AVP, Private Client Advisor and a Financial Advisor with Edward Jones. Ryan lives locally in Danville with his wife and daughter.

Robert Thompson

Assistant Vice President, Passumpsic Bank
Investment Advisor Representative, Registered Representative - Osaic Institutions, Inc.
Registered FINRA Series 7, 63 & 65

Robert is based in our St Johnsbury, Danville, Lyndonville and Newport offices meeting with clients helping them meet their financial planning goals. Previous to joining Passumpsic Financial Advisors Robert was a Trust Officer with Community Financial Services Group for several years acting in a dual role also providing investment services with LPL Financial as a Registered Representative. Robert and his family live locally in the Northeast Kingdom.