Here’s a rundown on the changes of keenest interest to insurance advisors...
Concord, New Hampshire (PRWEB) June 16, 2014
Diane E. Guimond was recently promoted to Vice President & Wealth Advisor of Charter Trust Company. Ms. Guimond has been with the firm since 2009 and works with clients in the Concord, Rochester and Nashua New Hampshire markets.
Ms. Guimond received her Bachelor of Arts degree with a concentration in Business Administration from Simmons College. She successfully completed the courses of study for the American Bankers Association Trust Administration Level I, II & III with emphasis in Taxation and Estate Planning, Trust Administration and Investment Management. Ms. Guimond is currently matriculated in Boston University's – Institute of Finance studying for her Certificate in Financial Planning. She also holds the designation FLMI (Fellow, Life Management Institute).
Prior to joining Charter Trust Ms. Guimond worked in the financial services industry specifically in product design and competitive intelligence for variable and universal life insurance products. She has over twelve years of experience in the financial industry.
Founded in 1984, Charter Trust Company is a wealth management firm headquartered in Concord NH. Working confidentially with individuals, families and institutions to increase wealth through asset allocation, investment management, and charitable giving; and preserve, protect, and transfer wealth through estate planning and business succession strategies, education and philanthropy. The company manages over $1.5 billion in client assets and acts as fiduciaries for clients in 43 states and 6 countries.
Read the full story at http://www.prweb.com/releases/2014/06/prweb11932919.htm