Donation Application Form | Passumpsic Bank

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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

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.

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

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

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.

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.

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Donations Application Form

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Robert Thompson

Ryan Thompson

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