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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 2024. All Rights Reserved Member FDIC. Equal Housing Lender. SBA Preferred Lender. NMLS #463952

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 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.

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. 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.

michael-worden

Michael Worden

Assistant Vice President, Passumpsic Bank

Investment Advisor Representative, Registered Representative – Osaic Institutions, Inc
Registered FINRA Series 7 & 66

Michael is based in our Newport office meeting with clients helping them meet their financial planning goals. Michael joined Passumpsic Financial Advisors in 2015 as a Financial Consultant, having previously been employed by Edward Jones Investment Services. He looks forward to working with customers in the Northeast Kingdom of Vermont to meet their financial planning goals. Michael is registered in securities and licensed in annuities and long-term care insurance.

Daniel J. Kimbell

Daniel J. Kimbell

Executive Vice President, Managing Director, Passumpsic Bank

Daniel has over 40 years of experience in investment management, financial planning, estate planning fiduciary relationship management and retirement funding. Prior to joining Passumpsic Financial Advisors 22 years ago he served as Financial Consultant/AVP at TD Banknorth Wealth Management where he was responsible for managing personal trust relationships and private endowment funds.

Ryan J. Stewart

Ryan J. Stewart

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.

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.

Angela Roy

Angela Roy

Assistant 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.

Angela Roy

Stephen Soper, CFP, CIMA, CTFA, CRC, ATFA

Vice President, Senior Trust Officer

Mr. Soper has over 30 years of experience in investment management, financial planning, trust and estate planning, and retirement services working for large money center and community banks as well as an institutional money management firm servicing high and ultra-high-net worth individuals, corporate clientele, and nonprofit organizations. Mr. Soper is also an adjunct professor teaching classes in finance, investment management, and international business. He received an MBA in Finance and a BS degree in Marketing and Economics from the University of Bridgeport. Recently Mr. Soper self-published his first book, Fields of Joy: A Story About the Power of Giving and he enjoys playing golf, basketball and baseball, traveling, going to the theater, listening to cool jazz, and eating homemade Italian food.