Wealth Management Team

About

The Wealth Management Team at The Bennington State Bank provides tailored investment strategies and comprehensive financial planning services for individual and institutional clients. Led by the Chief Wealth Officer, the team specializes in managing diversified portfolios and trusts, ensuring clients' financial goals are met with a personalized approach. With a commitment to both innovative financial solutions and exceptional client relationships, the team works collaboratively to navigate the complexities of wealth management while remaining rooted in community values.