Nov 29, 2016 -
Ledyard National Bank is excited to announce the expansion of their wealth management group, Ledyard Financial Advisors, into the Concord, New Hampshire region with the hiring of Diane DeStefano, Diane Mullin, Karen Crump, and Jeffrey Trombly. Together they bring with them a combined 82 years of experience in investments, financial planning, portfolio management, retirement planning and gifting. Ledyard Financial Advisors is the premier wealth management firm providing integrated investment, tax and wealth management services to individuals, families and institutions. Kathy Underwood, President and CEO of Ledyard National Bank remarked, “Expanding into Concord is an important next step as we look to grow. We are thrilled to launch this endeavor with such talented and established professionals who know and understand the Concord market.”
Ledyard’s wealth management group, Ledyard Financial Advisors, was established in 1994 and was designed to provide outstanding investment management, trust and custody services. Today, with over $1 billion dollars in assets under management, headquartered in Hanover, New Hampshire, it serves clients in 29 States and 5 foreign countries.
The four individuals joining Ledyard’s Concord team are:
Diane DeStefano has over 25 years of senior level experience in investments and financial planning. She received her Associate’s Degree from Rivier College in Nashua, NH, her Bachelor’s Degree from the University System of New Hampshire, Durham, NH and obtained a Certificate in Financial Planning from Merrimack College in North Andover, MA. She received the designation of Certified Financial Planner from the Certified Financial Planner Board of Standards, as well as the Certified Trust and Financial Advisor designation from the Institute of Certified Bankers. Diane can be reached at (603) 640-2708. Her email address is email@example.com
Diane Mullin has over 12 years of experience in the financial industry. She worked in the financial services industry specifically in product design and competitive intelligence for variable and universal life insurance products. Ms. Mullin 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 Associate Trust Administration Level I, II & III with emphasis in Taxation and Estate Planning, Trust Administration and Investment Management. She is currently matriculated in Boston University’s – Institute of Finance studying for her Certificate in Financial Planning. She also holds the designation of FLMI (Fellow, Life Management Institute). Diane can be reached at (603) 640-2736. Her email address is firstname.lastname@example.org
Karen Crump is a graduate of Champlain College in Vermont and has over 15 years of experience in the financial services industry. Ms. Crump manages portfolios for individuals, families, institutions, and charitable organizations. Her expertise ranges across the investment landscape, including extensive work with companies in the healthcare sector and industrial domestic companies. Karen can be reached at (603) 640-2741. Her email address is email@example.com
Jeffrey Trombly holds a Bachelor of Arts in Economics from Bates College and comes to Ledyard with over 30 years of experience in the financial services industry. He has completed more than 500 hours of professional training in a variety of financial areas and has managed client portfolios for a large financial institution based in Springfield, Massachusetts prior to joining Ledyard. Jeffrey can be reached at (603) 640-2733. His email address is firstname.lastname@example.org