Earlier this spring Robert (Bob) Thompson joined CFSG as a Trust Officer. Bob is working in conjunction with CFSG Vice President and Trust Officer Shellie Wright in Lyndonville, to provide comprehensive investment services to clients in the Northeast Kingdom and other areas throughout Vermont, New Hampshire and other states across the country. Bob obtained a Bachelor’s Degree in Business Administration from Lyndon State College where he graduated with honors. He joins CFSG with several years of experience as a Financial Service Representative and Compliance Officer. Bob lives in Waterford, Vermont with his wife and family.
Community Financial Services Group is pleased to have experienced Trust Officers, located in Community National Bank offices, to provide investment management services and financial advice. Joe Preddy, Vice President and Trust Officer, is located in CNB’s Barre office. Shellie Wright, Vice President and Trust Officer, works from CNB’s Lyndonville office.
CFSG Trust Officers are available to meet at any CNB location and at our Main Office in Newport, Vermont. CFSG manages over $500 million for hundreds of individuals, businesses and non-profit organizations. If you are interested in meeting with a CFSG representative for unbiased investment & financial planning advice, please call 877-334-1677.
Community Financial Services Group, LLC (CFSG) is the Trust and Investment management affiliate of Community National Bank. CFSG accounts are
•Not deposits or other obligations of the bank
•Not guaranteed by the bank
•Not insured by the FDIC; and
•The investments are subject to risk, including the possible gain or loss of principal.