Jean serves as a Wealth Manager and the Administrative Coordinator for Salisbury Bank Wealth Advisory. In addition to being a member of the Trust Investment Committee and Trust Administrative Committee, she is responsible for supervising the client service team, coordinating the administrative functions of the department, and managing accounts invested in the Portfolio Advisor Service mutual fund portfolios.
Education: Jean graduated from Marist College in 2006 with a BS in Business Administration and the Connecticut School of Finance & Management in 2019. In 2022 Jean graduated a three year program from Cannon Financial Institute in Trust Audit, Compliance and Risk Management. She was awarded a CFIRS (Certified Fiduciary and Investment Risk Specialist) certification.
Community Involvement: Jean is involved in her community as a member of the Pine Plains Central School District Board of Education and the Investment Advisory Committee for the New York State School Board Association.
Securities and investment products offered through Salisbury Bank Wealth Advisory are not insured by the FDIC or any other government agency of the United States and are not deposits or obligations of, nor guaranteed or insured by the bank or any bank affiliate. These products are subject to investment risk, including the possible loss of the principal invested.