Assistant Vice President, Wealth Manager and Trust Administrative Coordinator
Email: jstapf at salisburybank dot com
Jean Stapf serves as a Wealth Manager and the Administrative Coordinator for Salisbury Trust. In addition to being a member of the Trust Investment 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 Bachelor of Science in Business Administration and the Connecticut School of Finance & Management in 2019.Outside Interests: 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.
Call 860.435.5205 to set up a complimentary, confidential meeting with a Salisbury Trust Officer.
Securities and investment products offered through Salisbury Trust Wealth Advisory Services, a division of Salisbury Bank and Trust Company, 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.