Financial Specialists
Trust is earned. We’re ready to earn yours.
Stephen Soper, CFP, CIMA, CTFA, CRC, ATFA
Vice President, Senior Trust Officer
Robert Thompson, CTFA
Assistant Vice President, Passumpsic Bank
Investment Advisor Representative, Registered Representative - Osaic Institutions, Inc
Registered FINRA Series 7, 63 & 65
Assistant Vice President, Passumpsic Bank
Investment Advisor Representative, Registered Representative - Osaic Institutions, Inc.
Registered FINRA Series 7 & 66
Assistant Vice President, Passumpsic Bank
Investment Advisor Representative, Registered Representative - Osaic Institutions, Inc
Registered FINRA Series 7 & 66
Executive Vice President, Managing Director, Passumpsic Bank
Vice President, Chief Investment Officer
Vice President, Trust Administrative Officer & Operations Manager
Assistant Vice President, Investment Analyst
PFA Registered Offices
The brokerage/insurance program within Passumpsic Financial Advisors (PFA) has registered offices in St. Johnsbury, Danville, Newport, and Lyndonville, Vermont and Littleton and Lancaster, New Hampshire. PFA has access to a wide array of products and services to compete with other financial providers. Securities are offered through Osaic Institutions, Inc.* Member FINRA/SIPC.
Helpful Information
- Check the background of this investment professional BrokerCheck by Finra
- Trust Client Online Access
*Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Passumpsic Financial Advisors is a trade name of the bank. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
Not a deposit | Not insured by any government agency
Securities Offered Through Osaic Institutions, Inc. Member FINRA/SIPC
Not FDIC Insured | Not guaranteed by the bank | May go down in value