Charter Trust Company, a leading wealth management firm with over $1.6 billion in assets under management, is pleased to announce that Maureen Kimball has joined the firm as Vice President & Wealth Advisor. She will be serving clients from the firm’s Concord office.
Ms. Kimball has extensive experience in financial services, with over fifteen years in a variety of roles across the industry. Prior to joining Charter Trust, Ms. Kimball was the Director of Advancement at Bishop Brady High School where she was responsible for the private school’s fundraising and charitable giving endeavors.
“Maureen shares Charter Trust’s commitment to providing exceptional service to our clients. We are pleased to welcome her to our growing team of wealth management professionals,” said William McIver President of the firm.
Ms. Kimball received her Bachelor of Arts degree from the College of the Holy Cross. She also holds the designation FLMI (Fellow, Life Management Institute).
About Charter Trust Company
Founded in 1984, Charter Trust Company is a wealth management firm headquartered in Concord, NH. Working confidentially with individuals, families and institutions to increase wealth through asset allocation, investment management, and charitable giving; and preserve, protect, and transfer wealth through estate planning and business succession strategies, education and philanthropy. The company manages over $1.6 billion in client assets and acts as fiduciaries for clients in 43 states and 3 countries. For more information call 603-224-1350 or visit our website at: CharterTrust.com.