
Passumpsic Financial Advisors Employee Earns New Designation
3/27/25
St. Johnsbury, VT: Passumpsic Financial Advisors (PFA), Trust & Investment division of Passumpsic Savings Bank, is pleased to announce the following recently awarded professional designation:
Daphne Bullock, CTFA, VP- Operations Manager has earned the Certified Retirement Plan Professional (CRPP) designation as awarded by Cannon Financial Institute. This certification addresses the needs and requirements of professionals working in retirement Plan Administration in both the public and private sectors. This certification is based on an established set of industrywide competencies covering concepts, rules, regulations, laws and standard operating procedures in the retirement plan services field. Daphne is based in our St. Johnsbury office and has been with PFA for five years. She is responsible for the division’s operations and administration of trust, estate, probate, agency and retirement accounts.
Ryan Stewart, Senior Vice President and Managing Director states that Daphne shows her commitment to furthering her industry knowledge and expertise in helping to serve our clients and communities in these very complex financial times.
_____________________________________
About Passumpsic Financial Advisors
Created in 1998, as the trust & investment division of Passumpsic Savings Bank, Passumpsic
Financial Advisors offers a wide range of services to individuals, businesses and organizations,
delivered through Trust, Investment, Retirement, and Investment services. The investment
management team of Passumpsic Financial Advisors has over $400 million in AUM. Passumpsic
Bank, founded in 1853, is a community bank, 11 branches strong, proudly serving the Northeast
Kingdom, Central Vermont and New Hampshire’s North Country, with an unwavering
commitment to improving the social and economic growth of the communities it serves.