Charter Trust Company, a leading wealth management firm with over $1.6 billion in assets under management, is pleased to announce that Deanna Wilson, CFP®, CTFA has joined the firm as a Senior Vice President & Wealth Advisor.
Ms. Wilson brings over 25 years of financial management experience to Charter Trust. She has been serving clients in the New London and Upper Valley marketplace for many years and will be based in the firm’s New London office.
“We are excited to have Deanna join our team. She brings a wealth of experience in a variety of complex financial areas to the firm. That experience combined with her desire to provide her clients with the best possible level of service make her a perfect fit for Charter Trust,” said William McIver President of the firm. “She is a key addition to our growing New London / Upper Valley team”
Ms. Wilson holds a Bachelor’s degree in Business/International Studies from Norwich University. She is an honor’s graduate of the Cannon Financial Institute Trust School and completed the Boston University Financial Planning Program.